Eric Burnette has been President/CCO of Peachcap Tax & Advisory since January 2019, is a control person of the firm and directly owns under 5% of it. Eric Burnette holds a BBA in Finance, Real Estate from the University of Georgia.
Peachcap Tax & Advisory, LLC is an Atlanta, GA firm with $147M under management, 248 clients and 4 advisers across 3 offices, as of its February 2026 filing.
Eric Burnette is President and CEO of PeachCap Tax & Advisory, LLC, based in Atlanta, Georgia. He has over 15 years of experience directly advising clients on investment and other financial matters, and has assisted clients in planning for retirement and managing their investments.
Eric Burnette’s longest registration is the current one, 15 years at Peachcap Tax & Advisory since 2011. Before joining Peachcap Tax & Advisory in 2011, Eric Burnette was registered through Investacorp Advisory Services Inc.
- Peachcap Tax & Advisory, LLCCurrent– present · 15 yearsAtlanta, GA · Adviser representative · Firm CRD 158729
- Investacorp Advisory Services Inc– · 5 yearsAtlanta, GA · Adviser representative · Firm CRD 109011
Professional designations
Listed by Peachcap Tax & Advisory
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Eric Burnette is registered as an investment adviser representative in Georgia, since August 2011.
- GeorgiaSince 3 August 2011
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 52TO | Municipal Securities Representative Examination | 2 January 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 4 | Registered Options Principal Examination | 2 April 2015 |
| Series 53 | Municipal Securities Principal Examination | 12 March 2015 |
| Series 24 | General Securities Principal Examination | 18 February 2014 |
| Series 66 | Uniform Combined State Law Examination | 23 January 2010 |
| Series 7 | General Securities Representative Examination | 12 January 2010 |
- Name
- Compliance Officer Examination
- Name
- Municipal Securities Representative Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Registered Options Principal Examination
- Name
- Municipal Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Eric Steven Burnette
- CRD
- 5747786
- Firm
- Peachcap Tax & Advisory · CRD 158729
- Role
- President/CCO
- Office
- 550 PHARR RD., SUITE 700, Atlanta, GA 30305
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2010
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- peachcap.com
Where does Eric Burnette work?
Eric Burnette has been President/CCO of Peachcap Tax & Advisory, LLC since January 2019, and is a control person of the firm.
Is Eric Burnette a financial advisor?
Yes. Eric Burnette has a current investment-adviser registration in Georgia, through Peachcap Tax & Advisory since August 2011.
How many years of experience does Eric Burnette have?
Eric Burnette has 16 years in the financial industry, since January 2010, across 2 adviser firms.
What exams has Eric Burnette passed?
Eric Burnette has passed 9 licensing exams: the Series 7, Series 66, Series 24, Series 53, Series 4, Series 14, Series 52TO, Series 79TO and Series 99TO. The earliest, the Series 7, was passed in January 2010. FINRA credited Eric Burnette with the SIE, which began in October 2018.
Where is Eric Burnette based?
Eric Burnette’s registered office is in Atlanta, GA.
Is Eric Burnette registered with FINRA?
Yes. Eric Burnette has a current broker registration, under CRD 5747786.
Source: FINRA BrokerCheck
Is Eric Burnette a CFP?
Peachcap Tax & Advisory lists Eric Burnette with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Eric Burnette’s record?
Search CRD 5747786 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Eric Burnette’s full registration record.