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.

Firm class

asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0

Regulatory AUM

$941MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$941M

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Private client share

0%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

79

Advisory employees

69

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3

Private funds

3Schedule D 7.B(1)

Custody, client assets

$607M

SEC number

801-132424

CRD

334742

Filings on the tape

3

First filed

Mar 17, 2025

Latest filed

Mar 31, 2026

Organised

Limited Liability Company, DE

• Occurred

  Mar 31, 2026
  Regulatory AUM changed

  Peachtree Group reported RAUM $940.8M, up 504% from $155.7M (2025-12-19 to 2026-03-31)

  Form ADVobserved 6 days ago
  $785M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d08f1c38-cb67-7562-4de8-6e204add7c6d

First observed

Mar 17, 2025

Last observed

Mar 31, 2026 5 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.