Margaret
Myatt

Peachcap Tax & Advisory, LLC

CRD#1870312
Investment Advisor
in Atlanta, GA

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About this Advisor

Margaret Myatt is a financial advisor operating out of Atlanta, Georgia, who has been in the advisory business for 40 years. Myatt currently works for Peachcap Tax & Advisory, LLC. The advisor has gained experience at The Klausman Group, Triad Advisors, Inc, Peachtree Capital Corporation and Peachtree Capital Tax And Advisory, LLC. Myatt holds a Series 63 license, certifying them as a securities agent, and is able to work in Georgia and Texas. Peachcap Tax & Advisory, LLC is a financial advisory business that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in three locations and a total of 12 people on staff. It manages $122 million in total assets across its 657 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 657 accounts, 19% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types charged by Peachcap Tax & Advisory, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

40 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

No

Office Location

550 Pharr Rd. Suite 700
Atlanta, GA 30305

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Peachcap Tax & Advisory, LLC Brokerage Details

Total Assets Under Management

$122,427,960

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

12

GA Average: 58
Total Number of Accounts

657

GA Average: 1,608
Average Account Size

$186,344

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

Margaret Myatt Work History

Margaret has 40 years of experience.

2017 - Present (6 years)

Peachtree Capital Tax And Advisory, LLC

2015 - Present (8 years)

Peachtree Capital Corporation

2002 - 2015 (13 years)

Triad Advisors, Inc

1982 - 2015 (33 years)

The Klausman Group

Disclosures

Margaret Myatt has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Peachcap Tax & Advisory, LLC

John Mateyko
Atlanta, GA
Steven Cueto
Atlanta, GA
Shelley Eddy
Atlanta, GA
Eric Burnette
Atlanta, GA
Karen Holt
Atlanta, GA
Tom Puentes
Langley, WA
Cameron Parkhurst
Atlanta, GA
Matthew Goodwin
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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