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Peachcap Tax & Advisory, LLC

CRD 158729  ·  Atlanta, GA  ·  $147.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
158729
SEC number
801-107335
Firm type
RIA
Assets under management
$147.5M as of Feb 17, 2026
Website
www.idexfinancial.com ↗
Phone
404-220-8958
Address
550 Pharr Rd., Atlanta, GA, 30305

Advisors at this firm

6 in our index · page 1 of 1

  • Eric Steven BurnetteCRD 5747786 · Atlanta, GA
    IA RegisteredBroker
  • Debbie Ann GandyCRD 2335908 · Camarillo, CA
    IA RegisteredBroker
  • Karen Dale HoltCRD 1441235 · Atlanta, GA
    IA RegisteredBroker
    Disclosure event(s) on record
  • John MateykoCRD 3275621 · Atlanta, GA
    IA RegisteredBroker
    Disclosure event(s) on record
  • Cameron White ParkhurstCRD 4405510 · Atlanta, GA
    IA RegisteredBroker
    Disclosure event(s) on record
  • Tom Abel PuentesCRD 1713812 · Langley, WA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–6 of 6

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 158729 ↗ FINRA BrokerCheck record for firm CRD 158729 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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