Banyan Lake Capital LLC

Overview

Banyan Lake Capital LLC is a small, independent registered investment adviser that focuses on fee-based financial planning and bespoke portfolio management for individual and family clients. The firm combines traditional financial planning with active management and educational services, including seminars and workshops. Its fee arrangements are flexible — the firm charges a percentage of AUM and can also bill hourly, fixed fees, or performance-based fees — suggesting it serves both ongoing advisory relationships and project-based engagements. Investment activity is concentrated in exchange-traded equities and related vehicles, indicating a preference for liquid, market-traded instruments that can be traded efficiently through a brokerage platform. The firm does not position itself as an ESG specialist and is not registered as a multi-state adviser. Given the ownership structure (individual owner) and the small client roster, Banyan Lake Capital operates as a boutique adviser delivering individualized portfolios rather than scaled, institutional strategies.

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Public Holdings

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Location & Offices