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PEACHCAP TAX & ADVISORY, LLC
CRD 158729File 801-107335
APPROVED
Retail clients
Disclosure events
Filing as of Feb 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$147.5M
Bottom 25% of cohort (national)
Discretionary AUM
$147.5M
Clients
248
598 accounts
Employees
4
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 1, 2016
- Principal office
- 550 PHARR RD., SUITE 700, ATLANTA, GA, 30305
- Phone
- 404-220-8958
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $147.5M
- Discretionary AUM
- $147.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 598
- Non-discretionary accounts
- 0
- Total accounts
- 598
- AUM per client
- $595K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $63.1M |
| Pension and profit sharing plans | 11 | $12.5M |
| Individuals (other than high net worth individuals) | 178 | $71.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SHARES IN THIRD-PARTY ADVISER FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.