Peachcap Tax & Advisory, LLC

Peachcap Tax & Advisory, LLC (CRD# 158729) is a financial advisory firm headquartered in Atlanta, GA. They manage $115,773,888 in 565 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    116
    MILLION
  • Total Number of Accounts
    565
    ACCOUNTS
  • Average Account Value
    $204,910
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, IL, KS, TN, TX, WA

Financial Advisors at Peachcap Tax & Advisory, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Eric S. Burnette
CRD#: 5747786
550 Pharr Rd., Suite 700, Atlanta, GA 30305

Eric Burnette (CRD# 5747786) is an Investment Advisor Representative working at Peachcap Tax & Advisory, LLC in Atlanta, GA and has over 14 years of experience in the finance industry.

2
Debbie A. Gandy
CRD#: 2335908
550 Pharr Rd., Suite 700, Atlanta, GA 30305

Debbie Gandy (CRD# 2335908) is an Investment Advisor Representative working at Peachcap Tax & Advisory, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

3
Karen D. Holt
CRD#: 1441235
550 Pharr Rd., Suite 700, Atlanta, GA 30305

Karen Holt (CRD# 1441235) is an Investment Advisor Representative working at Peachcap Tax & Advisory, LLC in Atlanta, GA and has over 37 years of experience in the finance industry.

4
John Mateyko
CRD#: 3275621
550 Pharr Rd., Suite 700, Atlanta, GA 30305

John Mateyko (CRD# 3275621) is an Investment Advisor Representative working at Peachcap Tax & Advisory, LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

5
Margaret A. Myatt
CRD#: 1870312
550 Pharr Rd., Suite 700, Atlanta, GA 30305

Margaret Myatt (CRD# 1870312) is an Investment Advisor Representative working at Peachcap Tax & Advisory, LLC in Atlanta, GA and has over 21 years of experience in the finance industry.

6
Cameron W. Parkhurst
CRD#: 4405510
550 Pharr Rd., Suite 700, Atlanta, GA 30305

Cameron Parkhurst (CRD# 4405510) is an Investment Advisor Representative working at Peachcap Tax & Advisory, LLC in Atlanta, GA and has over 22 years of experience in the finance industry.

7
Tom A. Puentes
CRD#: 1713812
Langley, WA

Tom Puentes (CRD# 1713812) is an Investment Advisor Representative working at Peachcap Tax & Advisory, LLC in Langley, WA and has over 36 years of experience in the finance industry.

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