PEACHER, INC.

RIASEC Registered
Total AUM
$15.3M
Discretionary
$15.3M
100% of AUM
Avg account
$665K
Accounts
23
Employees
1
Advisory reps
1

Firm details

Headquarters
LAGUNA BEACH, California
CRD number
295662
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Peacher, Inc. is a small, individual-owned advisory corporation that provides portfolio management for individuals and small businesses. The firm emphasizes equity exposure, using a mix of exchange-traded securities alongside active manager and alternative allocations. Fee arrangements include a percentage of assets under management plus the availability of performance-based fees, which suggests the firm structures some client relationships around outcomes-driven or manager-fee strategies. Investment activity centers on liquid, exchange-traded instruments for core exposure, with supplements from mutual funds and third-party alternative managers. Peacher, Inc. is not an active ESG investor and appears focused on traditional return and diversification drivers rather than ESG mandates. The use of Interactive Brokers as the primary custodian points to a platform that supports direct access to U.S. and international markets, derivatives, and active trading capabilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Cash & Cash Equivalents 10%, State & Local Bonds 4%86%
  • Exchange Traded Equities86%
  • Cash & Cash Equivalents10%
  • State & Local Bonds4%

Contacts

1 of 1
  • STEVEN GABRIEL

    Financial AdvisorCRD 5181367

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LAGUNA BEACH, CA

ORANGE

Location

LAGUNA BEACH, CA

Headquartered in LAGUNA BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
331 Emerald Bay
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth