P
Peachtree Creek Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,545,619
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
21
33% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$1,740,268
About
Peachtree Creek Investments is an independent, state-registered advisory firm that provides financial planning, consulting, and wealth management primarily to individual clients while also listing investment companies, pooled investment vehicles, other advisers and various institutional entities among its client types. Services include stand‑alone financial plans and portfolio management delivered on either a discretionary or non‑discretionary basis.
The firm builds tailored portfolios using a mix of fundamental, macroeconomic, cyclical and technical analysis and may invest across individual stocks, bonds, ETFs, options, mutual funds and private securities. Accounts are monitored periodically and trades are executed through a recommended custodian, with the firm able to aggregate block trades and implement client‑imposed account restrictions.
Compared with many solo advisers, Peachtree Creek discloses serving investment companies and pooled vehicles and explicitly includes derivatives such as options among the instruments it may use in client portfolios, capabilities that are less common for firms of this size. The firm also receives research and services from its custodian and its principal maintains a regular contract writing role with Bloomberg, an outside activity disclosed in the brochure.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
$2,500 to $10,000 depending on complexity
$0 - $10,000,000: 1.00% Over $10,000,000+: .75%
$250 to $500 per hour depending on complexity
Account minimum: $50,000
Main office location
Peachtree Creek Investments
Brookhaven GA, United States
Number of offices
1
Most active in
Peachtree Creek Investments has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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