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 registered with the SEC in 2008. The firm appears focused on individual and family clients, offering financial planning and portfolio management services for individuals, small businesses, and institutions. Its fee model combines a percentage-of-assets arrangement with fixed fees. The firm identifies itself as not being a capital allocator and does not list itself as an active ESG investor or a multi-state adviser. Aviance runs discretionary portfolios as its primary activity, and the firm’s structure and service mix suggest it manages client assets in-house rather than acting primarily as an allocator to third-party managers.
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 2
Jack Brown
Chief Investment OfficerCRD 2457091
Jeffrey Pike
Chief Operating OfficerCRD 2972090
Contacts
3 of 5
John Campbell
Senior Financial PlannerCRD 4248446
Francisco Aguilera
Senior Wealth AdvisorCRD 6024692
Alexander Crevi
Portfolio ManagerCRD 5017950
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$156M in ETFs
63%
$97.4M
34%
$58.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND (MINT) | PIMCO | Active | Ultrashort Bond | $10.7M | 105,748 | 6.85% |
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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