PEACHCAP TAX & ADVISORY, LLC
CRD #158729 SEC #801-107335 ATLANTA, GA 404-220-8958
SEC Registered
Total AUM
$148.6M
Discretionary
$148.6M
Employees
5
Clients
0
Accounts
605
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $148.6M | $148.6M | $0 | 5 | 0 |
| Jul 2024 | $115.8M | $115.8M | $0 | 11 | 0 |
| Feb 2024 | $115.8M | $115.8M | $0 | 11 | 0 |
| Feb 2023 | $94.6M | $94.6M | $0 | 13 | 0 |
| Sep 2022 | $122.4M | $122.4M | $0 | 12 | 0 |
| Jun 2022 | $122.4M | $122.4M | $0 | 12 | 0 |
| Jan 2022 | $122.4M | $122.4M | $0 | 12 | 0 |
| Dec 2021 | $102.9M | $102.9M | $0 | 11 | 0 |
| Jul 2021 | $102.9M | $102.9M | $0 | 11 | 0 |
| Mar 2021 | $102.9M | $102.9M | $0 | 11 | 0 |
| Jun 2020 | $103.5M | $100.1M | $3.4M | 11 | 0 |
| Jun 2020 | $103.5M | $100.1M | $3.4M | 11 | 0 |
| Mar 2020 | $103.5M | $100.1M | $3.4M | 11 | 0 |
| Jan 2020 | $93.9M | $92.5M | $1.4M | 16 | 0 |
| Dec 2019 | $93.9M | $92.5M | $1.4M | 16 | 0 |
| Mar 2019 | $93.9M | $92.5M | $1.4M | 16 | 0 |
| Jan 2019 | $94.3M | $94.3M | $0 | 17 | 0 |
| Oct 2018 | $94.3M | $94.3M | $0 | 17 | 0 |
| Oct 2018 | $94.3M | $94.3M | $0 | 17 | 0 |
| Oct 2018 | $94.3M | $94.3M | $0 | 17 | 0 |
| Aug 2018 | $94.3M | $94.3M | $0 | 17 | 0 |
| Jun 2018 | $94.3M | $94.3M | $0 | 17 | 0 |
| Jun 2018 | $94.3M | $94.3M | $0 | 17 | 0 |
| Mar 2018 | $94.3M | $94.3M | $0 | 17 | 0 |
| Jul 2017 | $102.2M | $95M | $7.2M | 8 | 300 |
| Jul 2017 | $102.2M | $95M | $7.2M | 8 | 300 |
| May 2017 | $102.2M | $95M | $7.2M | 8 | 300 |
| Apr 2017 | $102.2M | $95M | $7.2M | 8 | 300 |
| Mar 2017 | $102.2M | $95M | $7.2M | 8 | 300 |
| Nov 2016 | $216.1M | $208.9M | $7.2M | 3 | 300 |
| May 2016 | $216.1M | $208.9M | $7.2M | 3 | 300 |
| Feb 2016 | $216.1M | $208.9M | $7.2M | 3 | 300 |
DateMar 2025
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees5
Clients0
DateJul 2024
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees11
Clients0
DateFeb 2024
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees11
Clients0
DateFeb 2023
Total AUM$94.6M
Discretionary$94.6M
Non-Disc.$0
Employees13
Clients0
DateSep 2022
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees12
Clients0
DateJun 2022
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees12
Clients0
DateJan 2022
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees12
Clients0
DateDec 2021
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees11
Clients0
DateJul 2021
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees11
Clients0
DateJun 2020
Total AUM$103.5M
Discretionary$100.1M
Non-Disc.$3.4M
Employees11
Clients0
DateJun 2020
Total AUM$103.5M
Discretionary$100.1M
Non-Disc.$3.4M
Employees11
Clients0
DateMar 2020
Total AUM$103.5M
Discretionary$100.1M
Non-Disc.$3.4M
Employees11
Clients0
DateJan 2020
Total AUM$93.9M
Discretionary$92.5M
Non-Disc.$1.4M
Employees16
Clients0
DateDec 2019
Total AUM$93.9M
Discretionary$92.5M
Non-Disc.$1.4M
Employees16
Clients0
DateMar 2019
Total AUM$93.9M
Discretionary$92.5M
Non-Disc.$1.4M
Employees16
Clients0
DateJan 2019
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees17
Clients0
DateOct 2018
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees17
Clients0
DateOct 2018
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees17
Clients0
DateOct 2018
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees17
Clients0
DateAug 2018
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees17
Clients0
DateJun 2018
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees17
Clients0
DateJun 2018
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees17
Clients0
DateMar 2018
Total AUM$94.3M
Discretionary$94.3M
Non-Disc.$0
Employees17
Clients0
DateJul 2017
Total AUM$102.2M
Discretionary$95M
Non-Disc.$7.2M
Employees8
Clients300
DateJul 2017
Total AUM$102.2M
Discretionary$95M
Non-Disc.$7.2M
Employees8
Clients300
DateMay 2017
Total AUM$102.2M
Discretionary$95M
Non-Disc.$7.2M
Employees8
Clients300
DateApr 2017
Total AUM$102.2M
Discretionary$95M
Non-Disc.$7.2M
Employees8
Clients300
DateMar 2017
Total AUM$102.2M
Discretionary$95M
Non-Disc.$7.2M
Employees8
Clients300
DateNov 2016
Total AUM$216.1M
Discretionary$208.9M
Non-Disc.$7.2M
Employees3
Clients300
DateMay 2016
Total AUM$216.1M
Discretionary$208.9M
Non-Disc.$7.2M
Employees3
Clients300
DateFeb 2016
Total AUM$216.1M
Discretionary$208.9M
Non-Disc.$7.2M
Employees3
Clients300