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PEACHTREE GROUP

ATLANTA, GA · CRD 334742 · IAPD ↗ · 404-497-4111

$940.8MRegulatory AUM
69Advisory reps
79Employees
24Clients
0Planning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — PEACHTREE GROUP crossed $500M in regulatory AUM ($155.7M -> $940.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
80
April 2025 — PEACHTREE GROUP (ATLANTA, GA) is newly SEC-registered with $155.7M RAUM and 68 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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