President/cco · Peachcap Tax & Advisory, LLC
Eric S. Burnette
CRD 5747786 · Named on Form ADV at one SEC-registered adviser
At a glance
Peachcap Tax & Advisory, LLC, an SEC-registered wealth manager based in Atlanta, GA with $147 million in regulatory assets, lists Eric S. Burnette on its Form ADV as President/cco, a control person.
Firms and roles
- Peachcap Tax & Advisory, LLCPresident/ccoWealth manager · Atlanta, GA · $147M in regulatory assets
AtlasMembers
Eric’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Joshua W. GreggCFO, Peachcap Tax & Advisory, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Eric’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.