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The fee is billed in arrears.","source":"PEDDOCK CAPITAL ADVISORS, LLC DISCLOSURE BROCHURE, filed 18 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Peddock Capital Advisors use?","answer":"Peddock Capital Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $829M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Peddock Capital Advisors have?","answer":"Peddock Capital Advisors has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Peddock Capital Advisors invest in?","answer":"At the end of its last fiscal year, Peddock Capital Advisors’ separately managed accounts held 59% exchange-traded equities, 13% U.S. government and agency bonds, 10% cash and equivalents, 8% state and local bonds, 7% investment grade corporate bonds and 3% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Peddock Capital Advisors?","answer":"Peddock Capital Advisors’ direct owners are Peter Simmons (75% or more), Matthew Simmons (5% to 10%), Ian Browning (5% to 10%) and Katelyn Simmons (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 1 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Peddock Capital Advisors get paid?","answer":"Peddock Capital Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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