Cameron Parkhurst
Cameron Parkhurst is a registered investment advisor at Peachcap Tax & Advisory, LLC, based in Atlanta, GA, with 24 years of industry experience. Cameron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 248 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PeachCap Tax & Advisory manages investment portfolios through its wrap fee program. This bundled fee covers portfolio management, custodial services, and transaction costs. The firm selects securities and implements trades, while Hilltop Securities or Axos Advisor Services executes the trades and provides custody. The overall cost may be higher or lower than purchasing the services separately.
Location
550 Pharr Rd., Suite 700, Atlanta, GA, 30305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Cameron is the owner of Instigator Holdings, LLC, a tourism business, since 2020. Cameron spends minimal time on this business and no time during trading hours.
Employment History
Current Registrations
Peachcap Tax & Advisory, LLC
Peachcap Securities, INC.Broker
Previous Registrations
Arkadios CapitalBroker
Arkadios Wealth Advisors
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Yieldquest Securities, LLCBroker
Yieldquest Advisors, LLC
Register & Akers Investments, INC.Broker
Mcdonald Investments INC.Broker
First Union Securities, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.