PEACHCAP TAX & ADVISORY, LLC

Overview

Peachcap Tax & Advisory, LLC is an independent registered investment adviser that acts as a capital allocator for individuals, families and institutional clients. Formed as a limited liability company and registered with the SEC in 2016, the firm combines financial planning and portfolio management with the ability to select third‑party managers. Its advisory work spans individual and small business portfolios as well as institutional and business accounts. The firm has a clear preference for equities, with exchange‑traded equities representing the single largest asset class in its managed portfolios. Peachcap also identifies itself as an active ESG investor and maintains relationships with a broker‑dealer, accounting firms and insurance providers, which supports a hybrid advisory model that blends investment management, tax and insurance planning. Fee arrangements are flexible — percentage of AUM, hourly and fixed fees are all used depending on the engagement.

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