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Margaret Ann Myatt

Peachcap TAX & Advisory, LLC

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About Margaret Ann Myatt

Margaret Myatt is a registered investment advisor representative with Peachcap Tax & Advisory, LLC. Margaret has been in the securities industry for over 20 years. Margaret holds the Series 63, SIE, and Series 7 securities licenses. Margaret is a registered investment advisor in Georgia and Texas. Prior to joining Peachcap Tax & Advisory, LLC, Margaret was employed with Triad Advisors, Inc. and The Klausman Group. Margaret provides financial planning and portfolio management services to individuals, businesses, and retirement plans.

Firm Information

Margaret Myatt is currently registered with Peachcap TAX & Advisory, LLC. Peachcap TAX & Advisory, LLC is an investment advisory firm based in Atlanta, GA. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisers. Peachcap manages approximately $115.8 million in assets for 565 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
Peachcap TAX & Advisory, LLC

550 PHARR RD.

ATLANTA, GA 30305

$115.77M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Shares in third-party adviser fees

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Margaret Myatt’s Registration & Firm History

GA

10/12/2018 - Present

Peachcap TAX & Advisory, LLC (ATLANTA GA)

GA

08/22/2002 - 11/02/2015

TRIAD ADVISORS, INC. (MARIETTA GA)

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Licenses & Designations

BC

Issued 12/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Ann Myatt.
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