Eric Steven Burnette
Investment adviser representative at Peachcap Tax & Advisory, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$147.5MFirm assets
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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
15 years in the industry.
- Peachcap Securities, Inc.Oct 2015 to now
- Peachcap Tax and Advisory, LLCJul 2011 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 5747786
- Firm CRD
- 158729