SourcingSourcing

PEACHCAP TAX & ADVISORY, LLC

C48
CRD 158729·SEC 801-107335·ATLANTA, GA
AUM
$147.5M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$442K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PEACHCAP TAX & ADVISORY, LLC
CRD
158729
SEC file #
801-107335
EIN
—
DBA names
—

Economics

AUM
$147.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$93.9M → $147.5M▲ +57%
Client mix
Individuals Other178
Individuals High Net Worth59
Pension Profit Sharing Plans11

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
7 advisors → 4 advisors▼ -43%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Trademedium confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesOther Compensation

Filings

Latest ADV filing
02/17/2026
ADV-W filed at
—
Website
idexfinancial.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PEACHCAP INCORPORATED
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
PEACHCAP INCORPORATED
BURNETTE, ERIC, STEVEN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IDEXFINANCIAL.COM
Rdap Domain Creation Date
2012-09-11T21:40:55Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
5
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Window
E*trade1
Full
E*trade6
Axos Advisor Services2
Hilltop Securities2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-11T21:40:55Z
Rdap Domain Last Changed
2024-09-12T18:31:46Z
Rdap Nameservers
Ns21.domaincontrol.comNs22.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (7)

7
BURNETTE, ERIC, STEVEN
IAR · Executive Officer · 2.5%
5747786
JOSHUA WOOD GREGG
Executive Officer · 2.5%
6503802
KAREN DALE HOLT
IAR
1441235
Debbie Ann Gandy
IAR
2335908
TOM ABEL PUENTES
IAR
1713812
JOHN MATEYKO
IAR
3275621
CAMERON WHITE PARKHURST
IAR
4405510