Data / Investment advisers / Georgia / Peachcap Tax & Advisory, LLC
Peachcap Tax & Advisory, LLC, Atlanta, GA: $147 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Peachcap Tax & Advisory, LLC is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $147 million in regulatory assets under management in its Form ADV filed February 17, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Peachcap Tax & Advisory, LLC (CRD number 158729): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 158729
- SEC file number
- 801-107335
- SEC status
- Approved, effective March 1, 2016
- Main office
- 550 Pharr Rd. Suite 700, Atlanta, GA 30305
- Phone
- (404) 220-8958
- Website
- idexfinancial.com
- Regulatory AUM
- $147,477,373 in the Form ADV filed February 17, 2026
- Discretionary AUM
- $147,477,373
- Accounts
- 598
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- February 17, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 178 | $71.9 million |
| High net worth individuals | 59 | $63.1 million |
| Pension and profit sharing plans | 11 | $12.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $147.5 million | February 17, 2026 |
| December 1, 2025 | $148.6 million | March 11, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Lynx Capital, LLC | Atlanta | $154.5 million | 6 | adviserinfo.sec.gov |
| Maven Capital Partners, LLC | Atlanta | $152.9 million | 3 | adviserinfo.sec.gov |
| West Elk Capital, LLC | Atlanta | $152.3 million | 1 | adviserinfo.sec.gov |
| The Renn Wealth Management Group, Inc. | Atlanta | $151.9 million | Not listed | adviserinfo.sec.gov |
| Unified Investment Management | Atlanta | $150.6 million | Not listed | adviserinfo.sec.gov |
| Crown Management Advisors, LLC | Atlanta | $142.2 million | 1 | adviserinfo.sec.gov |
| Linx Partners, LLC | Atlanta | $131.4 million | 7 | adviserinfo.sec.gov |
| The Marin Group Inc. | Atlanta | $128.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Peachcap Tax & Advisory, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.