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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

PEACHTREE INVESTMENT ADVISORS, INC.

CRD 139942

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:d6143b27-343a-939a-0d03-c6ea4eef34fa

Data as of Mar 28, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2012 to Mar 28, 2018
7 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $330MItem 5.F on the latest filing (2018-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $317M
Private client RAUM: $234MderivedItem 5.D individuals plus high net worth individuals
Private client share: 71%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 367
Individual clients: 17
High net worth clients: 73
Private funds: 1Schedule D 7.B(1)
Private fund GAV: $36.8Mgross asset value as reported per fund; never fund size
Custody, client assets: $36.8M
SEC number: 801-66552
CRD: 139942
Filings on the tape: 7
First filed: Mar 28, 2012
Latest filed: Mar 28, 2018
Organised: Corporation, Georgia

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FWF GLOBAL OPPORTUNITY PARTNERS, LP	Other Private Fund	$36.8M	Mar 28, 2018	35	Mar 28, 2012	reported	021-100000
FWF REAL RETURN PARTNERS, LP	Other Private Fund	$10.3M	Mar 30, 2015	14	Mar 28, 2014	dropped	021-206160

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
FRENCH, WESLEY, AARON	Partner	C	yes	04/2006	Mar 28, 2012	Mar 28, 2018
STANCIL, MARK, ALAN	Partner	B	yes	01/2012	Mar 28, 2012	Mar 28, 2018
WOLF, MICHAEL, EDWARD	CHIEF COMPLIANCE OFFICER, PARTNER	C	yes	04/2006	Mar 28, 2012	Mar 28, 2018

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
2017	Mar 28, 2018	$330M	$317M	4	4	0	1	$36.8M
2016	Mar 28, 2017	$281M	$262M	4	4	n/a	1	$35.3M
2015	Mar 28, 2016	$260M	$260M	4	4	n/a	1	$36.8M
2014	Mar 30, 2015	$304M	$304M	5	4	n/a	2	$68.7M
2013	Mar 28, 2014	$392M	$392M	6	4	n/a	2	$91.1M
2012	Mar 28, 2013	$347M	$347M	6	4	n/a	1	$78.8M
2011	Mar 28, 2012	$300M	$300M	n/a	n/a	n/a	1	$68.5M

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
2017	$330M	$281M	17.6%	$304M	2.8%	4	4	0	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UNITED CAPITAL FINANCIAL ADVISORS	2	Mar 30, 2019	Apr 1, 2019	ATLANTA, GA	Team lift out	RIA to RIA	100.0%

Relationships

Advises (2)

→ FWF GLOBAL OPPORTUNITY PARTNERS, LPPrivate fundOther Private Fund, IA
Mar 28, 2012 to presentfactForm ADV
→ FWF REAL RETURN PARTNERS, LPPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2014 to Mar 30, 2015factForm ADV

Controls (3)

← FRENCH, WESLEY, AARONOwnerPARTNER, ownership code C, individual
Mar 28, 2012 to presentfactForm ADV
← WOLF, MICHAEL, EDWARDOwnerCHIEF COMPLIANCE OFFICER, PARTNER, ownership code C, individual
Mar 28, 2012 to presentfactForm ADV
← STANCIL, MARK, ALANOwnerPARTNER, ownership code B, individual
Mar 28, 2012 to presentfactForm ADV

Moved with (1)

→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviser2 advisors, team lift out, same day
Mar 30, 2019 to Apr 1, 2019factForm ADV

Registered with (3)

← WESLEY AARON FRENCHAdvisorregistration: previous registration
Jan 22, 2007 to Mar 30, 2019factForm ADV
← MARK STANCILAdvisorregistration: previous registration
Jan 25, 2012 to Mar 30, 2019factForm ADV
← Cort Alan HaberAdvisorregistration: previous registration
Aug 20, 2010 to Apr 27, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d6143b27-343a-939a-0d03-c6ea4eef34fa
First observed: Mar 28, 2012
Last observed: Mar 28, 2018 103 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.

PEACHTREE INVESTMENT ADVISORS, INC.

CRD 139942

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:d6143b27-343a-939a-0d03-c6ea4eef34fa

Data as of Mar 28, 2018 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:35 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FWF GLOBAL OPPORTUNITY PARTNERS, LP

Other Private Fund

$36.8M

Mar 28, 2018

Mar 28, 2012

reported

021-100000

FWF REAL RETURN PARTNERS, LP

Other Private Fund

$10.3M

Mar 30, 2015

Mar 28, 2014

dropped

021-206160

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FRENCH, WESLEY, AARON

Partner

yes

04/2006

Mar 28, 2012

Mar 28, 2018

STANCIL, MARK, ALAN

Partner

yes

01/2012

Mar 28, 2012

Mar 28, 2018

WOLF, MICHAEL, EDWARD

CHIEF COMPLIANCE OFFICER, PARTNER

yes

04/2006

Mar 28, 2012

Mar 28, 2018

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2017

Mar 28, 2018

$330M

$317M

$36.8M

2016

Mar 28, 2017

$281M

$262M

n/a

$35.3M

2015

Mar 28, 2016

$260M

n/a

$36.8M

2014

Mar 30, 2015

$304M

n/a

$68.7M

2013

Mar 28, 2014

$392M

n/a

$91.1M

2012

Mar 28, 2013

$347M

n/a

$78.8M

2011

Mar 28, 2012

$300M

n/a

$68.5M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2017

$330M

$281M

17.6%

$304M

2.8%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UNITED CAPITAL FINANCIAL ADVISORS

Mar 30, 2019

Apr 1, 2019

ATLANTA, GA

Team lift out

RIA to RIA

100.0%