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PEACHCAP TAX & ADVISORY, LLC

ATLANTA, GA · CRD 158729 · IAPD ↗ · idexfinancial.com · 404-220-8958

$147.5MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
8States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — PEACHCAP TAX & ADVISORY, LLC reported RAUM up 28% ($115.8M -> $148.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
August 2024 — PEACHCAP TAX & ADVISORY, LLC changed its website from peachcap.com to idexfinancial.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
March 2024 — PEACHCAP TAX & ADVISORY, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.