Banyan Capital Management, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 108123
- Registered since
- May 11, 2018
- Website
- banyancapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI81.17%
- Individuals12.89%
- Pension & Profit Sharing Plans5.56%
- Insurance Companies0.38%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Banyan Capital Management, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC in 2018. The firm manages discretionary portfolios for both individual and family clients as well as business and institutional accounts, charging fees based on a percentage of assets under management. Its advisory mandate centers on portfolio management rather than acting as a capital allocator or running pooled private investment vehicles. The firm does not describe itself as an active ESG investor and does not present as a multistate or pension-focused consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities83%
- US Government Bonds12%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents1%
Contacts
3 of 3
William Knorr
Portfolio ManagerCRD 6948591
Drew Estes
Portfolio ManagerCRD 6695602
Charlene Beaton
Director of OperationsCRD 7705766
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$3M in ETFs
15%
$459K
14%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AKRE FOCUS ETF (AKRE) | Akre | $2.1M | 39,916 | 70.76% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 2100 Riveredge Pkwy
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Chatham Capital
RIAAtlanta, GA
Conscious Wealth Investments, LLC
RIAAtlanta, GA
Baugh & Associates, LLC
RIAAtlanta, GA
Estate Management Counselors,LLC
RIAAtlanta, GA
Monterey Wealth
RIAAtlanta, GA
Compass Wealth Management, LLC
RIAAtlanta, GA