AdvisorCensus / Financial advisors / Georgia / Atlanta / Peachtree Group
Peachtree Group is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Peachtree Group compensated?
On its Form ADV (Item 5.E, October 2026), Peachtree Group reports these compensation arrangements: a percentage of assets under its management.
How much does Peachtree Group charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Peachtree Group located?
Peachtree Group's principal office is in Atlanta, GA, according to its Form ADV.
Is Peachtree Group registered with the SEC or a state?
Peachtree Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 334742.
How much does Peachtree Group manage?
Peachtree Group reports $940,840,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Peachtree Group's assets and staff changed since 2025?
In the Form ADV data for Peachtree Group: Regulatory assets under management: $155,747,000 in the October 2025 data and $940,840,000 in the October 2026 data, up 504%. Total employees: 76 in October 2025 and 79 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Peachtree Group serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (27).
Does Peachtree Group report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334742
What changed in Peachtree Group's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $155,747,000 to $940,840,000 (+504%). Employees performing advisory functions went from 68 to 69.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 2% of assets a year (the maximum the brochure states)
The brochure's wording
Peachtree Group receives compensation from Clients equal to a fixed percentage up to two percent (2%) per annum of the aggregate amount of invested capital allocable to assets owned by the Clients (the “Management Fee”).
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$940,840,000 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Legal name
- DF Investment Manager, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 79. Performing investment advisory functions: 69.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $940,840,000 | 79 | March 31, 2026 |
| October 2025 | $155,747,000 | 76 | March 17, 2025 |
Regulatory assets under management: $155,747,000 in the October 2025 data and $940,840,000 in the October 2026 data, up 504%.
Total employees: 76 in October 2025 and 79 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $155,747,000 to $940,840,000 (+504%).
- Employees performing advisory functions went from 68 to 69.
- January 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Peachtree Group (CRD 334742): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/peachtree-group-atlanta-ga-334742