Karen Dale Holt
Investment adviser representative at Peachcap Tax & Advisory, LLC
17 yearsExperience
2 statesRegistered in
$147.5MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Peachcap Tax & Advisory, LLCNov 2016 to now
- Peachcap Securities, Inc.Nov 2016 to now
- Wells Fargo Advisors Financial Network LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Peachcap Tax & Advisory, LLC
$147.5MAssets managed
248Clients
6Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1441235
- Firm CRD
- 158729