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Peddock Capital Advisors, LLC ('Peddock') is a Registered Investment Advisor that provides investment management and comprehensive wealth planning services to investors of all ages, high-net-worth individuals, to families, business owners and executives, as well as clients new to investing. What's our Interest? Putting Your Interests First! We are a Fiduciary. Peddock was established in 2008 on four building blocks that still serve as our solid foundation today: Integrity | Transparency | Accessibility | Results Our team of highly experienced, multi-generational investment professionals is looking forward to the opportunity of serving you. At Peddock, we offer a variety of services that, while related to clients' financial objectives, go well beyond the traditional scope of investment advisory services. This is what sets us apart. In addition, Peddock offers tax preparation, tax planning, as well as estate & retirement planning. We often work directly with our clients' outside professionals such as accountants, insurance consultants and attorneys to ensure a coordinated approach to the goals they have set. We are committed to being accessible and responsive to clients' needs in a manner that will reinforce confidence and trust. Peddock understands that a comprehensive approach to service is the keystone to our clients' success. Disclosure: Peddock is located in the Commonwealth of Massachusetts. PCA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Peddock will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy in .pdf format or a printed hardcopy.

View Top Employees from Peddock Capital Advisors LLC
Website https://www.peddock.com
Revenue $872000
Employees 9 (9 on RocketReach)
Founded 2008
Address 50 Braintree Hill Office Park Suite 207, Braintree, Massachusetts 02184, US
Phone (781) 848-0288
Fax (781) 848-0509
Technologies
Industry Investment Management, Finance General, Personalized Investment Management | Private Investment Analys, Finance, Retirement Planning | Sophisticated Investment Analysis |, Family Concierge Services | Wealth & Legacy Planning |, Life Insurance Planning and Review, Education Financing Advice
Competitors Bay Harbor Wealth Management, Biltmore Capital Advisors, LLC, Clarity Capital Advisors, Clay Northam Wealth Management, Core Wealth Management (Jupiter, FL)
SIC SIC Code 67 Companies, SIC Code 679 Companies
NAICS NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies

Peddock Capital Advisors LLC Questions

The Peddock Capital Advisors LLC annual revenue was $872000 in 2024.

Peter Simmons is the President and Managing Shareholder of Peddock Capital Advisors LLC.

9 people are employed at Peddock Capital Advisors LLC.

Peddock Capital Advisors LLC is based in Braintree, Massachusetts.

The NAICS codes for Peddock Capital Advisors LLC are [5239, 523, 52].

The SIC codes for Peddock Capital Advisors LLC are [67, 679].

Top Peddock Capital Advisors LLC Employees

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