PEACHCAP TAX & ADVISORY, LLC
  • PEACHCAP TAX & ADVISORY, LLC
  • INDEPENDENT WEALTH ADVISORS GROUP, LLC
  • PEACHTREE CAPITAL TAX AND ADVISORY, LLC
  • MILLER WEALTH ADVISORY, LLC

Adviser Profile

As of Date 02/17/2026
Registration SEC, Approved, 03/01/2016
Other registrations (1)
ADV Location ATLANTA, GA, United States
Contact Info 404 xxxxxxx
Websites
AUM* 147,477,373 27%
of that, discretionary 147,477,373 27%
Number of Employees 4 -64%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 246,618 20%
% High Net Worth 23.79% 2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

209M 179M 149M 119M 90M 60M 30M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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