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 SEC-registered since 2008. The firm is owned by an individual and focuses on serving individual and family clients through financial planning and discretionary portfolio management for individuals, small businesses, and institutional/business clients. Its fee arrangements combine a percentage-of-assets model with fixed fees. Aviance reports it does not position itself as an ESG-focused investor, and it does not act 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 2JACK BROWN
Chief Investment OfficerCRD 2457091
JEFFREY PIKE
Chief Operating OfficerCRD 2972090
Contacts
3 of 5MICHAEL 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 96Active vs passive
$139M in ETFs
64%
$89.1M
34%
$50.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $8.5M | 84,822 | 6.13% |
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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