Aviance Capital Partners LLC
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 146597
- Registered since
- March 25, 2008
- Website
- aviancecapitalpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.69%
- Individuals7.05%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aviance Capital Partners LLC is an independent registered investment adviser organized as an LLC and operating since 2008. The firm serves individual and family clients and offers financial planning and discretionary portfolio management for individuals, small businesses and other businesses or institutions. Its fee model combines a percentage of assets under management with fixed fees. The firm is owned by an individual, does not identify as an active ESG investor, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds21%
- US Government Bonds5%
- State & Local Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
2 of 2
Jack Brown
Chief Investment OfficerCRD 2457091
Jeffrey Pike
Chief Operating OfficerCRD 2972090
Contacts
3 of 5
Michael Chapman
Portfolio ManagerCRD 2693349
Alexander Crevi
Portfolio ManagerCRD 5017950
Francisco Aguilera
Senior Wealth AdvisorCRD 6024692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$156M in ETFs
63%
$97.4M
34%
$58.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $10.7M | 105,748 | 6.85% |
Location
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 2180 Immokalee Rd
- Time zone
- ET (UTC-5)
- Office locations
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