DFX Intelligence

Data Factory

Peddock Capital Advisors, LLC

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:96450de5-fffb-42cc-b633-d2d666d98da6

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 17
On other graphs: 1
Observed: n/a to n/a

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

PEDDOCK CAPITAL ADVISORS, LLC

Registered adviser · shared crd

People

Person	Title	Role	Seniority	Family member	Current	Evidence
John DeSimone	Chief Compliance Officer	operations	unknown	n/a	yes	fact
John DeSimone	Chief Compliance Officer	operations	unknown	n/a	yes	fact

Relationships

Employs (2)

→ John DeSimonePersonChief Compliance Officer
factForm 13F
→ John DeSimonePersonChief Compliance Officer
factForm 13F

Dated events

17 bookkeeping events (roster, classification and holdings changes) folded below

Show 17 bookkeeping events

First seen by DFX
Sep 13, 2026
date not stated
Peddock Capital Advisors, LLC: OUTSOURCED_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (Peddock Capital Advisors describes itself as a registered investment advisory firm providing wealth management and financial planning to a wide range of clients, an ordinary RIA.)
First seen by DFX
Sep 12, 2026
date not stated
Peddock Capital Advisors, LLC found on the SEC adviser roster (services_description)
Occurred
Apr 15, 2026
Peddock Capital Advisors, LLC reported $453,464,931 across 166 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Peddock Capital Advisors, LLC reduced Chevron Corporation 61,297 -> 15,810 shares ($9,342,235 -> $3,271,138)
Occurred
Mar 31, 2026
Peddock Capital Advisors, LLC reduced Exxon Mobil Corp 268,716 -> 106,416 shares ($32,337,283 -> $18,054,539)
Occurred
Jan 21, 2026
Peddock Capital Advisors, LLC reported $477,310,436 across 160 13(f) positions for the quarter ended 2025-12-31
Occurred
Dec 31, 2025
Peddock Capital Advisors, LLC reduced Select Sector Spdr Tr 78,266 -> 55,996 shares ($4,216,214 -> $3,066,926)
Occurred
Dec 31, 2025
Peddock Capital Advisors, LLC increased Select Sector Spdr Tr 24,261 -> 71,180 shares ($2,115,776 -> $3,038,688)
Occurred
Dec 31, 2025
Peddock Capital Advisors, LLC increased Vanguard Scottsdale Fds 104,435 -> 142,478 shares ($8,347,465 -> $11,359,752)
Occurred
Dec 31, 2025
Peddock Capital Advisors, LLC increased Invesco Exch Traded Fd Tr II 85,836 -> 117,956 shares ($1,796,544 -> $2,477,067)
Occurred
Dec 31, 2025
Peddock Capital Advisors, LLC increased Select Sector Spdr Tr 16,099 -> 30,037 shares ($4,537,802 -> $4,324,428)
Occurred
Oct 17, 2025
Peddock Capital Advisors, LLC reported $463,920,095 across 160 13(f) positions for the quarter ended 2025-09-30
Occurred
Jul 15, 2025
Peddock Capital Advisors, LLC reported $432,412,301 across 157 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Peddock Capital Advisors, LLC increased Ishares Tr 20,799 -> 35,267 shares ($3,554,294 -> $6,447,582)
Occurred
Jun 30, 2025
Peddock Capital Advisors, LLC increased Spdr Gold Tr 11,391 -> 16,520 shares ($3,282,259 -> $5,035,640)
Occurred
Apr 30, 2025
Peddock Capital Advisors, LLC reported $394,831,835 across 157 13(f) positions for the quarter ended 2025-03-31
Occurred
Jan 13, 2025
Peddock Capital Advisors, LLC reported $417,095,068 across 156 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 2 office addresses (Form 13F), 1 website (Form ADV) · as of 2026-09-12

John DeSimone
Chief Compliance Officer · Revealable: 1 business phone (Form 13F)
John DeSimone
Chief Compliance Officer · Revealable: 1 business phone (Form 13F)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:96450de5-fffb-42cc-b633-d2d666d98da6
First observed: n/a
Last observed: n/a : not yet measured
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Peddock Capital Advisors, LLC

Office on the family office graph

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:96450de5-fffb-42cc-b633-d2d666d98da6

Data as of an unrecorded date (this record's last observation) from Sworn filings; Announcements. Page built Sep 19, 2026, 1:14 PM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

John DeSimone

Chief Compliance Officer

operations

unknown

n/a

yes

fact

John DeSimone

Chief Compliance Officer

operations

unknown

n/a

yes

fact