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- Custodian
- Axos ยท Hilltop Securities
- Clients
- Retail and Institutional
- Platforms
- Crest bridgeLegacy focus
- Established Date
- 08-03-2011
- Office Locations
- 3
Office Locations
About Peachcap TAX & Advisory, LLC
PeachCap Tax & Advisory delivers integrated wealth management alongside CPA-led tax and accounting for entrepreneurs, families, and business owners, including payroll and retirement benefit support. The team builds and monitors personalized tax-and-investment plans over time and offers institutional fixed income services to help other financial advisors tailor client portfolios.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC STEVEN BURNETTE
Chief Compliance Officer, President
- CRD
- #5747786
- Ownership
- Less than 5%
JOSHUA WOOD GREGG
Chief Financial Officer, Partner
- CRD
- #6503802
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Debbie Ann Gandy
Registered Associate
- CRD
- #2335908
KAREN DALE HOLT
Financial Advisor
- CRD
- #1441235
Pioneer peak
Oak unison meridian
- CRD
- #40491
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $147,477,373 | $246,618 |
| Non-Discretionary | $0 | -- |
| Total | $147,477,373 | $246,618 |
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Separately Managed Accounts
Total SMA Asset: $147,477,373
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,680,036,174 | 44.7% |
| Public Funds | $616,389,111 | 16.4% |
| Cash | $1,462,044,904 | 38.9% |
| Total | $3,758,470,189 | 100.0% |