# PeachCap Tax & Advisory PeachCap Tax & Advisory is a Bank / Wealth / Trust based in Atlanta, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Atlanta, United States - **Region:** North America - **Address:** Atlanta, GA, United States - **Founded:** 2016 - **Assets under management:** Undisclosed - **Website:** peachcap.com - **LinkedIn:** https://linkedin.com/company/peachcapinc ## Regulatory record - **CRD number:** 158729 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-02-17T06:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/158729 ## About PeachCap Tax & Advisory positions itself at the intersection of tax accounting and investment management, a dual offering that distinguishes it from pure wealth managers who outsource tax strategy. The Atlanta-headquartered firm targets business owners, executives, and retirees whose complexity requires coordination between preparation, planning, and portfolio construction. Public records indicate the firm operates under an RIA registration, meaning it holds a fiduciary obligation to clients and must disclose material conflicts of interest. David H. Williams is named as a managing member in public regulatory filings, anchoring the firm's leadership. The firm's investment approach relies on building diversified portfolios across public equities, fixed income, and alternative assets, with allocations tailored to individual tax situations. PeachCap emphasizes tax-loss harvesting, retirement account sequencing, and business-sale preparation as core deployment levers rather than standalone products. While the firm does not publicly name specific underlying fund managers or portfolio holdings, its ADV filings describe a mix of direct security selection and vetted third-party strategies. Geographic focus centers on the Southeastern United States, with Atlanta serving as both a client hub and a gateway to regional business-owner wealth. In September 2024, PeachCap announced a rebranded client portal alongside expanded service lines for succession planning and executive compensation (per the firm's official communications, September 2024). Public disclosures show a lean organizational structure typical of boutique RIAs, with fewer than ten investment advisory representatives. This small-team model supports concentrated client relationships rather than scalable platform distribution. PeachCap does not maintain additional physical offices beyond Atlanta, though it services clients across multiple states through remote advisory channels. No separate philanthropic foundation or branded investment vehicle has been established, keeping the firm's architecture tightly focused on advisory rather than proprietary product manufacturing. PeachCap's structural differentiator is its in-house CPA capability, a model that embeds tax expertise directly into the investment committee conversation rather than farming it out to external accounting firms. For business owners approaching liquidity events, the firm coordinates pre-sale tax planning with post-sale portfolio construction under one roof. Succession governance follows a standard RIA partnership track, though specific next-generation leadership has not been publicly identified. ## Sectors - Financial Services ## Questions ### How does PeachCap integrate tax planning with investment management? PeachCap employs in-house CPAs who participate in portfolio construction decisions alongside investment advisers, rather than referring tax work to external firms. This means tax-loss harvesting, retirement account sequencing, and business-sale planning are built into the asset allocation process from the start. For business owners facing liquidity events, the firm coordinates pre-sale structuring with post-sale portfolio deployment under a single advisory relationship. ### Does PeachCap manage assets directly or outsource to third-party managers? A mix of both. PeachCap selects individual securities for client portfolios while also allocating to vetted third-party asset managers, according to its regulatory disclosures. The firm does not operate proprietary mutual funds or ETFs, maintaining a focus on advisory rather than product manufacturing. ### What types of clients does PeachCap typically serve? The firm targets business owners, corporate executives, and retirees with complex tax situations requiring coordination between planning and portfolio management. Its client base is concentrated in the Southeastern United States, with Atlanta serving as the primary geographic hub. ### Is PeachCap a fiduciary? Yes. PeachCap operates under an SEC-registered investment adviser structure, which imposes a fiduciary duty requiring the firm to act in clients' best interests and disclose material conflicts of interest. This separates it from broker-dealer models that operate under a suitability standard. ## Related profiles - [Peace Officers' Annuity and Benefit Fund of Georgia](https://altss.com/profile/peace-officers-annuity-and-benefit-fund-of-georgia-poab) - [Peachtree Wealth Advisors](https://altss.com/profile/peachtree-wealth-advisors) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/peachcap-tax-advisory Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology