John
Mateyko

Peachcap Tax & Advisory, LLC

CRD#3275621
Investment Advisor
in Atlanta, GA
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About this Advisor

John Mateyko is a financial advisor who lives in Atlanta, Georgia. Currently an investment advisor at Peachcap Tax & Advisory, LLC, Mateyko has 11 years of experience in the financial advisory industry. Mateyko holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Mateyko is registered to serve customers based out of Georgia and Illinois. Their career trajectory has included roles at World Equity Group, Encore Drop, Chase Investment Services Corp, Fifth Third Securities, Peachcap Tax & Advisory, LLC and Peachcap Securities, Inc. Peachcap Tax & Advisory, LLC is based out of Atlanta, Georgia. Overall, Peachcap Tax & Advisory, LLC oversees $94 million in assets dispersed across 307 client accounts and employs 17 staff members. The firm's total assets under management places it among the smaller investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 32% of the advisor firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Peachcap Tax & Advisory, LLC offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

550 Pharr Rd. Suite 700
Atlanta, GA 30305

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Peachcap Tax & Advisory, LLC Brokerage Details

Total Assets Under Management

$93,940,945

GA Average: $3,570,121,308
Total Number of Employees

16

GA Average: 58
Total Number of Accounts

430

GA Average: 1,608
Average Account Size

$218,467

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

John Mateyko Work History

John has 11 years of experience.

2018 - Present (1 years)

Peachcap Tax & Advisory, LLC

2018 - Present (1 years)

Peachcap Securities, Inc

2010 - 2018 (8 years)

World Equity Group

2009 - 2010 (1 years)

Fifth Third Securities

2008 - 2009 (1 years)

Chase Investment Services Corp

2007 - 2008 (1 years)

Encore Drop

Disclosures

John Mateyko has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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