Advisor at Peachcap Tax & Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Peachcap Tax & Advisory, LLC
Location
Atlanta, GA 30305
Credentials
Series 63, Series 65
Industry experience
24 years
Cameron Parkhurst is a financial advisor with PeachCap Tax & Advisory, LLC in Atlanta, GA. He holds Series 63 and Series 65 designations and has 24 years of industry experience. Prior to joining PeachCap in 2020, he worked at Arkadios Wealth Advisors and Raymond James & Associates. Outside of his advisory work, he owns Instigator Holdings, LLC, a tourism business. PeachCap Tax & Advisory, LLC provides investment advisory and financial planning services to individuals, retirement plans, trusts, estates, foundations, and business entities. The firm uses tailored portfolios monitored through asset-allocation models and a mix of fundamental, technical, and cyclical analysis, offering discretionary management, third-party adviser recommendations, and standalone financial planning.
Based on Peachcap Tax & Advisory, LLC
Based on Peachcap Tax & Advisory, LLC
Fixed fees up to $10,000 for broad-based financial planning services; may exceed $10,000 in limited circumstances with client notification.
$0 - $500,000: 2.20% annually $500,001 - $1,000,000: 1.70% annually $1,000,001 - $5,000,000: 1.45% annually $5,000,001+: Negotiable
Commission-based compensation for sale of securities and insurance products by some associated persons, separate from advisory fees.
Up to $300 per hour for specific financial planning services or consulting.
550 Pharr Rd., Suite 700
Atlanta, GA 30305
Georgia
PeachCap Tax & Advisory, LLC
2020 - Present (6 years)
PeachCap Securities, Inc.
2020 - Present (6 years)
Arkadios Wealth Advisors
2018 - 2020 (2 years)
Arkadios Capital
2018 - 2020 (2 years)
Raymond James & Associates
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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