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 an independent registered investment adviser (SEC-registered in 2018) organized as a corporation and owned by a domestic entity and an individual. The firm manages portfolios on a fee‑for‑assets basis and focuses on discretionary portfolio management for individuals, small businesses and institutional clients. Its stated preference is equity‑oriented portfolio construction; the firm does not present itself as an ESG investor and is not structured as a capital allocator or pension consultant.
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 Equities83%
- US Government Bonds12%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$2.4M in ETFs
0%
$0
13%
$2.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AKRE FOCUS ETF (AKRE) | Akre | $2.1M | 39,911 | 87.54% |
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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