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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PEACHCAP TAX & ADVISORY, LLC

CRD 158729

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca025ec0-e805-4995-1100-52dde40861a2

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 7
On other graphs: 0
Observed: Feb 19, 2016 to Feb 17, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd=true related_bank=false bd_reps=4.0
Regulatory AUM: $147MItem 5.F on the latest filing (2026-02-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $147M
Private client RAUM: $135MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $24.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 598
Individual clients: 178
High net worth clients: 59
SEC number: 801-107335
CRD: 158729
Filings on the tape: 35
First filed: Feb 19, 2016
Latest filed: Feb 17, 2026
Organised: Limited Liability Company, GA
Website: idexfinancial.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC STEVEN BURNETTE	Certified Financial Planner	ATLANTA, GA	15	16	1	yes
KAREN DALE HOLT	n/a	ATLANTA, GA	9	39	1	yes
Debbie Ann Gandy	n/a	Camarillo, CA \| ATLANTA, GA \| Overland Park, KS	8	21	3	yes
JOHN MATEYKO	n/a	ATLANTA, GA	7	26	5	yes
TOM ABEL PUENTES	n/a	Langley, WA	7	38	3	no
CAMERON WHITE PARKHURST	n/a	ATLANTA, GA	5	25	3	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BURNETTE, ERIC, STEVEN	PRESIDENT/CEO	C	yes	06/2020	Nov 9, 2016	Jul 16, 2024
BURNETTE, ERIC, STEVEN	PRESIDENT/CCO	Na	yes	01/2019	Nov 9, 2016	Jul 16, 2024
GREGG, JOSHUA, WOOD	Cfo	C	yes	01/2018	Jan 15, 2019	Jul 16, 2024
GREGG, JOSHUA, WOOD	Cfo	Na	yes	02/2015	Jan 15, 2019	Jul 16, 2024
PEACHCAP INCORPORATED	Owner	E	yes	01/2018	Jun 27, 2022	Jul 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PEACHCAP CPA'S LLC	n/a	n/a	n/a	N	yes	n/a
PEACHCAP SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a
PEACHCAP TAX, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Camarillo	CA	United States	1	yes
Palmetto	Ga	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 17, 2026	$147M	$147M	4	4	2	n/a	n/a
2024	Mar 11, 2025	$149M	$149M	5	5	2	n/a	n/a
2023	Feb 13, 2024	$116M	$116M	11	4	2	n/a	n/a
2022	Feb 21, 2023	$94.6M	$94.6M	13	6	3	n/a	n/a
2021	Jan 21, 2022	$122M	$122M	12	9	3	n/a	n/a
2020	Mar 12, 2021	$103M	$103M	11	9	2	n/a	n/a
2019	Mar 28, 2020	$104M	$100M	11	9	2	n/a	n/a
2018	Mar 26, 2019	$93.9M	$92.5M	16	7	1	n/a	n/a
2017	Mar 29, 2018	$94.3M	$94.3M	17	9	0	n/a	n/a
2016	Mar 1, 2017	$102M	$95.0M	8	5	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$147M	$149M	-0.8%	$94.6M	16.0%	4	5	2	2

Relationships

Registered with (13)

← CAMERON WHITE PARKHURSTAdvisorregistration: current employment
Nov 12, 2020 to presentfactForm ADV
← TOM ABEL PUENTESAdvisorregistration: current employment
Jul 2, 2019 to presentfactForm ADV
← JOHN MATEYKOAdvisorregistration: current employment
Sep 28, 2018 to presentfactForm ADV
← Debbie Ann GandyAdvisorregistration: current employment
Aug 31, 2018 to presentfactForm ADV
← KAREN DALE HOLTAdvisorregistration: current employment
Nov 29, 2016 to presentfactForm ADV
← ERIC STEVEN BURNETTEAdvisorregistration: current employment
Aug 3, 2011 to presentfactForm ADV
← STEVEN CUETOAdvisorregistration: previous registration
Jun 3, 2020 to Jan 31, 2023factForm ADV
← MATTHEW Daniel GOODWINAdvisorregistration: previous registration
Jan 14, 2016 to Jul 27, 2022factForm ADV
← TERRY STOORAdvisorregistration: previous registration
Nov 15, 2017 to Oct 3, 2018factForm ADV
← THOMAS H. RUSSELLAdvisorregistration: previous registration
Sep 19, 2017 to Oct 3, 2018factForm ADV
← Mark AxmacherAdvisorregistration: previous registration
Aug 4, 2017 to Aug 20, 2018factForm ADV
← HENRY MARTIN KLAUSMANAdvisorregistration: previous registration
Mar 2, 2016 to Aug 19, 2016factForm ADV
← ROBERT GERALD GOGGINAdvisorregistration: previous registration
Oct 16, 2014 to Aug 15, 2016factForm ADV

Controls (3)

← BURNETTE, ERIC, STEVENOwnerPRESIDENT/CEO, ownership code C, individual
Nov 9, 2016 to Jul 16, 2024factForm ADV
← GREGG, JOSHUA, WOODOwnerCFO, ownership code C, individual
Jan 15, 2019 to Jul 16, 2024factForm ADV
← PEACHCAP INCORPORATEDOwnerOWNER, ownership code E, domestic entity
Jun 27, 2022 to Jul 16, 2024factForm ADV

Dated events

Occurred
Jan 31, 2023
Advisor changed firm
Steven Cueto left Peachcap Tax & Advisory, Llc for Fidelity Personal And Workplace Advisors (registered 2023-02-17)
Form ADVobserved 5 days ago
Occurred
Jul 27, 2022
Advisor changed firm
Matthew Daniel Goodwin left Peachcap Tax & Advisory, Llc for Strategic Blueprint, Llc (registered 2022-07-19)
Form ADVobserved 5 days ago
Occurred
Jun 27, 2022
Control person left
Harrison David Miller (Ceo/Coo) no longer on Schedule A of Peachcap Tax & Advisory, Llc (listed 2022-01-21, absent 2022-06-27)
Form ADVobserved 5 days ago
Occurred
Jan 15, 2019
Control person left
Wonhee Cho (Chief Compliance Officer) no longer on Schedule A of Peachcap Tax & Advisory, Llc (listed 2018-10-23, absent 2019-01-15)
Form ADVobserved 5 days ago
Occurred
Jan 15, 2019
Control person joined
Wood Joshua Gregg (Cfo) appeared on Schedule A of Peachcap Tax & Advisory, Llc
Form ADVobserved 5 days ago
Occurred
Jan 15, 2019
Control person joined
Steven Eric Burnette (Cco) appeared on Schedule A of Peachcap Tax & Advisory, Llc
Form ADVobserved 5 days ago
Occurred
Feb 19, 2016
First Form ADV filing
Peachtree Capital Tax And Advisory, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca025ec0-e805-4995-1100-52dde40861a2
First observed: Feb 19, 2016
Last observed: Feb 17, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
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.

PEACHCAP TAX & ADVISORY, LLC

CRD 158729

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ca025ec0-e805-4995-1100-52dde40861a2

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:43 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC STEVEN BURNETTE

Certified Financial Planner

ATLANTA, GA

yes

KAREN DALE HOLT

n/a

ATLANTA, GA

yes

Debbie Ann Gandy

n/a

Camarillo, CA | ATLANTA, GA | Overland Park, KS

yes

JOHN MATEYKO

n/a

ATLANTA, GA

yes

TOM ABEL PUENTES

n/a

Langley, WA

CAMERON WHITE PARKHURST

n/a

ATLANTA, GA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURNETTE, ERIC, STEVEN

PRESIDENT/CEO

yes

06/2020

Nov 9, 2016

Jul 16, 2024

BURNETTE, ERIC, STEVEN

PRESIDENT/CCO

yes

01/2019

Nov 9, 2016

Jul 16, 2024

GREGG, JOSHUA, WOOD

Cfo

yes

01/2018

Jan 15, 2019

Jul 16, 2024

GREGG, JOSHUA, WOOD

Cfo

yes

02/2015

Jan 15, 2019

Jul 16, 2024

PEACHCAP INCORPORATED

Owner

yes

01/2018

Jun 27, 2022

Jul 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PEACHCAP CPA'S LLC

n/a

yes

n/a

PEACHCAP SECURITIES, INC.

n/a

yes

n/a

PEACHCAP TAX, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Camarillo

United States

yes

Palmetto

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 17, 2026

$147M

n/a

2024

Mar 11, 2025

$149M

n/a

2023

Feb 13, 2024

$116M

n/a

2022

Feb 21, 2023

$94.6M

n/a

2021

Jan 21, 2022

$122M

n/a

2020

Mar 12, 2021

$103M

n/a

2019

Mar 28, 2020

$104M

$100M

n/a

2018

Mar 26, 2019

$93.9M

$92.5M

n/a

2017

Mar 29, 2018

$94.3M

n/a

2016

Mar 1, 2017

$102M

$95.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$147M

$149M

-0.8%

$94.6M

16.0%