Adviser and broker representative · Capital Client Group, Inc.
Adam P. Peach
CRD 5808014 · Los Angeles, CA
At a glance
Adam P. Peach is an investment adviser representative with Capital Client Group, Inc. in Los Angeles, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adam’s SEC record dates to 2017, about 9 years ago. Adam is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Capital Client Group, Inc.Since January 2022Los Angeles, CA · $0M in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Adam’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.