Silvant Capital Management LLC

RIASEC Registered
Total AUM
$3B
Discretionary
$3B
100% of AUM
Avg account
$145M
Accounts
21
Employees
8
Advisory reps
6

Firm details

Headquarters
Atlanta, Georgia
CRD number
146025
Registered since
January 25, 2008
Custodians
U.S. BANK, N.A., TRUIST INVESTMENT SERVICES, INC., REGIONS FINANCIAL CORPORATION
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies82.13%
  • State / Municipal Government7.4%
  • Charitable Organizations4.23%
  • Corporations / Businesses2.26%
  • Other2.19%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Silvant Capital Management LLC is an institutional registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration recorded in 2008) and describes its client base primarily as institutional, while its advisory capabilities extend to individuals and small businesses, investment companies, and other businesses or institutions. Compensation is a mix of asset-based fees and performance-based fees, indicating the firm runs fee-for-performance strategies alongside traditional AUM billing. Silvant does not identify as an active ESG investor. The firm reports multiple industry roles and affiliations beyond pure advisory work, including relationships as a broker-dealer affiliate, other investment adviser entities, a CPO/CTA, and as sponsor, general partner, or managing member of pooled investment vehicles. Owner types are listed as a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 1%97%
  • Exchange Traded Equities97%
  • Public Funds/Mutual Funds2%
  • Cash & Cash Equivalents1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 52

Active vs passive

$8.7M in ETFs

Passive

90%

$7.8M

Active

0%

$894K

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$4.6M6,04553.09%

Location

Primary office

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
3333 Piedmont Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth