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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURNETTE, ERIC, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNETTE, ERIC, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNETTE, ERIC, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURNETTE, ERIC, STEVEN | I | CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | PRESIDENT/CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | PRESIDENT/CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | PRESIDENT/CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | PRESIDENT/CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | PRESIDENT/CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | PRESIDENT/CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | PRESIDENT/CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | PRESIDENT/CCO | NA | Control |
| BURNETTE, ERIC, STEVEN | I | PRESIDENT/CCO | NA | Control |
| CHO, WONHEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHO, WONHEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHO, WONHEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| GREGG, JOSHUA, WOOD | I | CFO | NA | Control |
| MILLER, DAVID, HARRISON | I | CEO/COO | NA | Control |
| MILLER, DAVID, HARRISON | I | CEO/COO | NA | Control |
| MILLER, DAVID, HARRISON | I | CEO/COO | NA | Control |
| MILLER, DAVID, HARRISON | I | CEO/COO | NA | Control |
| MILLER, DAVID, HARRISON | I | CEO/COO | NA | Control |
| MILLER, DAVID, HARRISON | I | CEO/COO | NA | Control |
| MILLER, DAVID, HARRISON | I | CEO/COO | NA | Control |
| MILLER, DAVID, HARRISON | I | CEO/COO | NA | Control |
| MILLER, DAVID, HARRISON | I | CEO/COO | NA | Control |
| MILLER, DAVID, HARRISON | I | CEO/COO | NA | Control |
| SCHWARTZ, GARY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWARTZ, GARY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWARTZ, GARY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWARTZ, GARY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWARTZ, GARY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWARTZ, GARY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHWARTZ, GARY, STEVEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| MILLER, DAVID, HARRISON | I | MANAGING MEMBER | E | Control |
| PEACHCAP INCORPORATED | DE | OWNER | E | Control |
| PEACHCAP INCORPORATED | DE | OWNER | E | Control |
| PEACHCAP INCORPORATED | DE | OWNER | E | Control |
| PEACHCAP INCORPORATED | DE | OWNER | E | Control |
| PEACHCAP INCORPORATED | DE | OWNER | E | Control |
| PEACHCAP INCORPORATED | DE | OWNER | E | Control |
| PEACHCAP INCORPORATED | DE | OWNER | E | Control |
| PEACHCAP INCORPORATED | DE | OWNER | E | Control |
| PEACHCAP, INC. | DE | OWNER | E | Control |
| PEACHCAP, INC. | DE | OWNER | E | Control |
| PEACHCAP, INC. | DE | OWNER | E | Control |
| PEACHCAP, INC. | DE | OWNER | E | Control |
| PEACHCAP, INC. | DE | OWNER | E | Control |
| PEACHCAP, INC. | DE | OWNER | E | Control |
| PEACHCAP, INC. | DE | OWNER | E | Control |
| PEACHCAP, INC. | DE | OWNER | E | Control |
| PEACHCAP, INC. | DE | OWNER | E | Control |
| PEACHCAP, INC. | DE | OWNER | E | Control |
| PEACHCAP, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MILLER, DAVID, HARRISON | I | PEACHCAP, INC. | E | Control |
| MILLER, DAVID, HARRISON | I | PEACHCAP, INC. | E | Control |
| MILLER, DAVID, HARRISON | I | PEACHCAP, INC. | E | Control |
| MILLER, DAVID, HARRISON | I | PEACHCAP, INC. | E | Control |
| MILLER, DAVID, HARRISON | I | PEACHCAP, INC. | E | Control |
| MILLER, DAVID, HARRISON | I | PEACHCAP, INC. | E | Control |
| MILLER, DAVID, HARRISON | I | PEACHCAP, INC. | E | Control |
| MILLER, DAVID, HARRISON | I | PEACHCAP, INC. | E | Control |
| MILLER, DAVID, HARRISON | I | PEACHCAP, INC. | E | Control |
| MILLER, DAVID, HARRISON | I | PEACHCAP, INC. | E | Control |
| MILLER, DAVID, HARRISON | I | PEACHCAP, INC. | E | Control |
| BURNETTE, ERIC, STEVEN | I | PEACHCAP INCORPORATED | C | Control |
| BURNETTE, ERIC, STEVEN | I | PEACHCAP INCORPORATED | C | Control |
| BURNETTE, ERIC, STEVEN | I | PEACHCAP INCORPORATED | C | Control |
| BURNETTE, ERIC, STEVEN | I | PEACHCAP INCORPORATED | C | Control |
| BURNETTE, ERIC, STEVEN | I | PEACHCAP INCORPORATED | C | Control |
| BURNETTE, ERIC, STEVEN | I | PEACHCAP INCORPORATED | C | Control |
| BURNETTE, ERIC, STEVEN | I | PEACHCAP INCORPORATED | C | Control |
| GREGG, JOSHUA, WOOD | I | PEACHCAP INCORPORATED | C | Control |
| GREGG, JOSHUA, WOOD | I | PEACHCAP INCORPORATED | C | Control |
| GREGG, JOSHUA, WOOD | I | PEACHCAP INCORPORATED | C | Control |
| GREGG, JOSHUA, WOOD | I | PEACHCAP INCORPORATED | C | Control |
| GREGG, JOSHUA, WOOD | I | PEACHCAP INCORPORATED | C | Control |
| GREGG, JOSHUA, WOOD | I | PEACHCAP INCORPORATED | C | Control |
| GREGG, JOSHUA, WOOD | I | PEACHCAP INCORPORATED | C | Control |
Registrations
Federal
IA
Mar 11, 2025 REGISTERED
Notice Filings (21)
CA CO DC FL GA HI IL KS KY LA MA MD NC NY OH PA SD TN TX VA WA
Address
550 PHARR RD.SUITE 700
ATLANTA, GA 30305
United States
Phone: 404-220-8958