Peachcap Tax & Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Peachcap Tax & Advisory reports 248 clients. They include 178 individual clients, 59 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 100.0% ($147M across 598 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $135M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 49% |
| High-net-worth individuals | 24% | 43% |
| Pension and profit-sharing plans | 4% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 178 | $71.9M | 48.8% | $404K |
| High-net-worth individuals | 59 | $63.1M | 42.8% | $1.07M |
| Pension and profit-sharing plans | 11 | $12.5M | 8.5% | $1.13M |
| Total | 248 | $147M | 100% | $595K |
- Clients
- 178
- Regulatory AUM
- $71.9M
- AUM share
- 48.8%
- Avg. per client
- $404K
- Clients
- 59
- Regulatory AUM
- $63.1M
- AUM share
- 42.8%
- Avg. per client
- $1.07M
- Clients
- 11
- Regulatory AUM
- $12.5M
- AUM share
- 8.5%
- Avg. per client
- $1.13M
Total
- Clients
- 248
- Regulatory AUM
- $147M
- AUM share
- 100%
- Avg. per client
- $595K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Peachcap Tax & Advisory charges up to 2.20% a year for its PeachCap Wrap Fee Program. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Fixed-fee financial planning
- Broad financial planning is charged a fixed fee of up to $10,000, with a higher cost possible in limited circumstances.
- Hourly financial planning
- Specific financial planning or consulting services are charged an hourly fee of up to $300.
Peachcap Incorporated owns 75% or more of Peachcap Tax & Advisory and is in turn owned by Joshua Gregg (25–50%) and Eric Burnette (25–50%). The leadership team of Peachcap Tax & Advisory includes President Eric Burnette. It has 4 employees.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 4 broker-dealer reps
- 3 insurance agents
- Owns 75% or more of Peachcap Tax & Advisory, LLC
Peachcap Incorporated
Control person · since January 2018
- Owns 25% to 50% of Peachcap Incorporated
Joshua Gregg
Control person · since January 2018
- Owns 25% to 50% of Peachcap Incorporated
Eric Burnette
Control person · since June 2020
Peachcap Tax & Advisory’s regulatory assets grew from $103M (July 2021) to $147M (February 2026); clients fell from 291 to 248 and employees from 11 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $147M | 248 | 4 | 3 |
| Mar 2025March 2025 | $149M | 252 | 5 | 3 |
| Jul 2024July 2024 | $116M | 236 | 11 | 3 |
| Feb 2023February 2023 | $94.6M | 218 | 13 | 4 |
| Jun 2022June 2022 | $122M | 335 | 12 | 4 |
| Jul 2021July 2021 | $103M | 291 | 11 | 3 |
Besides its headquarters, Peachcap Tax & Advisory has 2 offices, with 3 listed addresses across 2 states.
Georgia · 2 listed addresses
- 550 Pharr RD., Suite 700, AtlantaHQ
- 9055 Selborne LN, Palmetto
California · 1 listed address
- 2435 Ventura BLVD, Ste A-4, Camarillo
Contact and registration details
- Legal name
- Peachcap Tax & Advisory, LLC
- Headquarters
- 550 Pharr RD., Suite 700, Atlanta, GA 30305
- Website
- Not reported
- Phone
- 404-220-8958
- @peachcapinc
- SEC file
- 801-107335
- Structure
- Georgia LLC
- Fiscal year end
- December
Peachcap Tax & Advisory’s named custodians for separately managed accounts are Axos Clearing ($105M, 81%) and Hilltop Securities ($24.4M, 19%). Peachcap Tax & Advisory does not have custody of client assets.
- Hilltop SecuritiesHilltop Securities Inc. · Boston, MA · $24.4M19%
- Axos ClearingAxos Clearing LLC · Omaha, NE · $105M81%
At year end, Peachcap Tax & Advisory’s separately managed accounts were mostly in stocks (50%) and funds (49%).
What the accounts hold
- Stocks50%
- Funds49%
- Cash1%
How many clients does Peachcap Tax & Advisory have?
Peachcap Tax & Advisory has 248 clients and manages $147 million for them, as of February 2026. They include 178 individual clients, 59 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 February 2026
What services does Peachcap Tax & Advisory offer?
Peachcap Tax & Advisory provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Peachcap Tax & Advisory charge?
Peachcap Tax & Advisory charges up to 2.20% a year for its PeachCap Wrap Fee Program. The fee is billed in advance and is negotiable.
Which custodians does Peachcap Tax & Advisory use?
Peachcap Tax & Advisory’s separately managed account assets are held at Axos Clearing LLC (Omaha, NE), with $105M and Hilltop Securities Inc. (Boston, MA), with $24.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026
How many financial advisors does Peachcap Tax & Advisory have?
Peachcap Tax & Advisory has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Peachcap Tax & Advisory invest in?
At the end of its last fiscal year, Peachcap Tax & Advisory’s separately managed accounts held 50% exchange-traded equities, 49% registered funds (mutual funds, ETFs, BDCs) and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Peachcap Tax & Advisory?
Peachcap Tax & Advisory is owned through a holding company by Joshua Gregg and Eric Burnette. Its direct owner is Peachcap Incorporated (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 February 2026
How does Peachcap Tax & Advisory get paid?
Peachcap Tax & Advisory is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Peachcap Tax & Advisory?
Peachcap Tax & Advisory’s main office is at 550 Pharr RD., Suite 700, Atlanta, GA 30305. Its phone number is 404-220-8958.
