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, owner-operated RIA organized as an LLC. The firm is registered with the SEC (registered in 2008) and serves individual and family clients. Its fee model combines percentage-of-AUM billing with fixed fees. Advisory services emphasize financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. The firm is not classified as a capital allocator and does not identify as an active ESG investor.
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 Equities66%
- Public Funds/Mutual Funds21%
- US Government Bonds5%
- State & Local Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 110Active vs passive
$155M in ETFs
65%
$101M
31%
$54.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $10.2M | 101,046 | 6.54% |
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
Similar firms
Modern Portfolio Consultants, LLC
RIANaples, FL
Intellus Advisors, LLC
RIANaples, FL
Fifth Avenue Family Office
RIANaples, FL
Terracap Management LLC
RIANaples, FL
Private Capital Management
RIANaples, FL
The High Net Worth Advisory Group, LLC
RIANaples, FL