Peachtree Creek Investments

Peachtree Creek Investments, LLC is a state-registered independent advisory firm managing about $37.4 million across 21 client relationships. The firm provides financial planning and consulting alongside wealth management services for individuals, high‑net‑worth clients, trusts, pension and profit‑sharing plans, and a range of institutional clients including investment companies and pooled investment vehicles.

The firm typically delivers discretionary portfolio management and constructs tailored portfolios that may include individual stocks, bonds, ETFs, mutual funds, private securities and options, and it applies fundamental, macroeconomic, technical and cyclical analysis in its research. Peachtree Creek monitors accounts on a regular basis, establishes client risk profiles with in‑person or virtual meetings, and recommends Interactive Brokers as its primary custodian while aggregating trades and receiving broker‑provided research services.

Peachtree Creek’s ADV is notable among similar independent advisers for explicitly listing investment companies and pooled vehicles as client types and for describing the use of options in client portfolios, indicating engagement with derivatives. The brochure’s discussion of trade aggregation, directed brokerage and receipt of research from broker‑dealers highlights operational practices that can support more complex implementation approaches and are less common among peers.