CRD: 142839
Peachtree Investment Partners, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-08-2007
- Office Locations
- 2
Office Locations
About Peachtree Investment Partners, LLC
Peachtree Investment Partners is a founder-led RIA that builds and manages custom portfolios of individual stocks, bonds, and index ETFs tailored to clients’ goals, risk tolerance, and tax considerations. The team emphasizes stable companies with strong fundamentals and dividends, and monitors portfolios over time with client input. The firm is based in Vero Beach, FL and Atlanta, GA, and primarily custodying through Charles Schwab.
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Owner & Executives
GARRARD KELLY SCHAEFER
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #1396569
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Courtney Schaefer Deveau
Director of Business Development
- CRD
- #7552403
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $335,811,989 | $685,331 |
| Non-Discretionary | $0 | -- |
| Total | $335,811,989 | $685,331 |
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Separately Managed Accounts
Total SMA Asset: $335,811,989
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $914,513,303 | 27.7% |
| Cash | $732,931,239 | 22.2% |
| U.S. Government/Agency | $1,654,047,525 | 50.1% |
| Total | $3,301,492,067 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER INSIGHT | BEACON RADIAL | VLQPLBOCE | UZO | 0.73% | $11,080,017 |
| MATRIX OPTIMA VECTOR | VITAL SUMMIT | 32AJFKILB | UOW | 2.13% | $119,332,117 |
| OPTIMA PIONEER | ATLAS PRIME | EU16MCEL8 | WIJ | 5.09% | $39,270,071 |
| CREST SUMMIT | DELTA HORIZON | XA0KBT1AY | JJW | 5.49% | $77,273,364 |
| PATHWAY PEAK | FUSION UNISON | K9FAOCIHM | CHHK | 5.23% | $108,501,433 |
| RADIAL OAK VALUE | LEGACY MERIDIAN | D342J1A84 | ZPGSY | 4.32% | $48,732,788 |
| RIDGE PIONEER HORIZON | CAPITAL OAK | UB8DH44KV | YBOZK | 5.99% | $73,051,424 |
| OPTIMA FUSION | ZENITH CAPITAL | 6TJJC2TX4 | OAB | 10.65% | $91,895,690 |