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 a privately owned advisory firm that registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional/business clients and charges fees based on a percentage of assets under management. Its advisory practice centers on discretionary portfolio management for individuals and small businesses and for institutional or business clients. Banyan is not flagged as an ESG-focused investor, and its public data does not indicate that it functions as a capital allocator or as a multi-state or newly formed adviser.
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 3WILLIAM 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
18%
$538K
12%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AKRE FOCUS ETF (AKRE) | Akre | $2.1M | 40,056 | 70.10% |
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
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