Inactive

Donald Ray Peebles

Ep Wealth Advisors

CRD 2438136

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Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers
Educational seminars
RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2026-01-02
CA	RA	APPROVED	2025-12-16

GA RA
APPROVED

Since 2026-01-02
CA RA
APPROVED

Since 2025-12-16

Branch Locations

1355 Peachtree St Ne Ste 1700, Atlanta, GA 30309 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cornercap Investment Counsel	Atlanta	GA	09/2012	09/2024
Ep Wealth Advisors, Llc	Atlanta	GA	09/2024	Present

09/2012 → 09/2024

Cornercap Investment Counsel

Atlanta, GA
09/2024 → Present

Ep Wealth Advisors, Llc

Atlanta, GA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-16

S65 Uniform Investment Adviser Law Examination

2025-12-16

Other Names

Donald Peebles

View on SEC IAPD

Nearby Firms

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BISON WEALTH, LLC

Nearby Investors

PARIMAL H PATEL

CLAYTON SHAWN GIBSON

FRANK THOMAS WATERSON

Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA

HB WEALTH · ATLANTA, GA

BISON WEALTH, LLC · ATLANTA, GA

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