Silvant Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Silvant Capital Management reports 32 clients. They include 22 other clients, 5 charitable organizations and 4 investment companies. Of its assets, 100.0% ($3.04B across 21 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $66.5M. Of its clients, 4% are outside the U.S. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | Fewer than 5 | <1% |
| Investment companies | 13% | 82% |
| Pooled investment vehicles | 3% | <1% |
| Charitable organizations | 16% | 4% |
| State or municipal government entities | Fewer than 5 | 7% |
| Other client typesInsurance companies; Corporations and other businesses; Other | 69% | 6% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $5.16M | 0.2% | — |
| Investment companies | 4 | $2.5B | 82.1% | $624M |
| Pooled investment vehicles | 1 | $1.08M | 0.0% | $1.08M |
| Charitable organizations | 5 | $128M | 4.2% | $25.7M |
| State or municipal government entities | Fewer than 5 | $225M | 7.4% | — |
| Insurance companies | Fewer than 5 | $48.4M | 1.6% | — |
| Corporations and other businesses | Fewer than 5 | $68.7M | 2.3% | — |
| Other | 22 | $66.5M | 2.2% | $3.02M |
| Total | 32 | $3.04B | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $5.16M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 4
- Regulatory AUM
- $2.5B
- AUM share
- 82.1%
- Avg. per client
- $624M
- Clients
- 1
- Regulatory AUM
- $1.08M
- AUM share
- 0.0%
- Avg. per client
- $1.08M
- Clients
- 5
- Regulatory AUM
- $128M
- AUM share
- 4.2%
- Avg. per client
- $25.7M
- Clients
- Fewer than 5
- Regulatory AUM
- $225M
- AUM share
- 7.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $48.4M
- AUM share
- 1.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $68.7M
- AUM share
- 2.3%
- Avg. per client
- —
- Clients
- 22
- Regulatory AUM
- $66.5M
- AUM share
- 2.2%
- Avg. per client
- $3.02M
Total
- Clients
- 32
- Regulatory AUM
- $3.04B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 4%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
Silvant Capital Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Virtus Partners, Inc. owns 75% or more of Silvant Capital Management and is in turn owned by Virtus Investment Partners, Inc. (75% or more). George Aylward is CEO; the leadership team includes President Michael Angerthal, Chief Investment Officer Michael Sansoterra and Chief Compliance Officer Matthew Carney. It has 8 employees, 6 of them in advisory roles.
Leadership
- George AylwardChief Executive Officer
- Michael AngerthalExecutive Vice President, Chief Financial Officer
- Andra PurkalitisExecutive Vice President and Chief Legal Officer
- Richard SmirlExecutive Vice President
- Matthew CarneyChief Compliance Officer
- Michael SansoterraChief Investment Officer
Staff
- 8 employees
- 6 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 3 soliciting firms
- Owns 75% or more of Silvant Capital Management LLC
Virtus Partners, Inc.
Control person · since January 2018
- Owns 75% or more of Virtus Partners, Inc.
Virtus Investment Partners, Inc.
Control person · since December 2008
Silvant Capital Management’s regulatory assets grew 3.6× from $855M (July 2021) to $3.04B (March 2026); clients rose from 6 to 32 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $3.04B | 32 | 8 | 2 |
| March 2025 | $2.45B | 8 | 8 | 2 |
| March 2024 | $2.17B | 8 | 8 | 2 |
| June 2023 | $1.69B | 8 | 8 | 2 |
| March 2022 | $873M | 7 | 8 | 2 |
| July 2021 | $855M | 6 | 8 | 2 |
Besides its headquarters, Silvant Capital Management has 1 office, with 2 listed addresses in Florida and Georgia.
Florida · 1 listed address
- 4488 W Boy Scout BLVD, Tampa
Georgia · 1 listed address
- 3333 Piedmont Road, Ne, Suite 1500, AtlantaHQ
Contact and registration details
- Legal name
- Silvant Capital Management LLC
- Headquarters
- 3333 Piedmont Road, Ne, Suite 1500, Atlanta, GA 30305
- Website
- silvantcapital.com
- Phone
- 404-845-7640
- @silvant-capital-management
- SEC file
- 801-68741
- Structure
- Delaware LLC
- Fiscal year end
- December
Silvant Capital Management uses U.S. Bank National Association ($164M, 35%), Truist Bank ($142M, 30%) and Regions Bank ($97.9M, 21%), among others, as custodians for its separately managed accounts. Silvant Capital Management does not have custody of client assets.
- Truist BankTruist Bank · Atlanta, GA · $142M30%
- U.S. Bank National AssociationU.S. Bank National Association · Cincinnati, OH · $164M35%
- Regions BankRegions Bank · Birmingham, AL · $97.9M21%
- UBS Financial ServicesUBS Financial Services Inc. · Weehawken, NJ · $66.5M14%
At year end, Silvant Capital Management’s separately managed accounts were mostly in stocks (97%). Its reported 13F holdings for the quarter ended 31 March 2026 total $2.89B across 315 positions; the largest are Nvidia Corporation (12.9%), Microsoft Corp. (8.4%) and Apple Inc. (8.1%).
What the accounts hold
- Stocks97%
- Funds1%
- Cash2%
Reported 13F holdings
- $2.89B
- Reported 13F value
- 315
- Positions
- 57.7%
- In the 10 largest
- —
- Value vs. prior quarter
- Nvidia Corporation12.9%
- Microsoft Corp.8.4%
- Apple Inc.8.1%
- Alphabet Inc. · Cap Stk CL A6.2%
- Amazon Com Inc.5.1%
- Broadcom Inc.4.0%
- Meta Platforms Inc. · CL A3.6%
- Eli Lilly & CO3.6%
- Royal Caribbean Group2.9%
- Visa Inc. · Com CL A2.8%
Together, the ten largest are 57.7% of reported value.
How many clients does Silvant Capital Management have?
Silvant Capital Management has 32 clients and manages $3.04 billion for them, as of March 2026. They include 22 other clients, 5 charitable organizations and 4 investment companies.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Silvant Capital Management offer?
Silvant Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Silvant Capital Management use?
Silvant Capital Management’s separately managed account assets are held at U.S. Bank National Association (Cincinnati, OH), with $164M, Truist Bank (Atlanta, GA), with $142M, Regions Bank (Birmingham, AL), with $97.9M and UBS Financial Services Inc. (Weehawken, NJ), with $66.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Silvant Capital Management have?
Silvant Capital Management has 1 investment adviser representative registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Silvant Capital Management invest in?
At the end of its last fiscal year, Silvant Capital Management’s separately managed accounts held 97% exchange-traded equities, 2% cash and equivalents and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Silvant Capital Management?
Silvant Capital Management is owned through a holding company by Virtus Investment Partners, Inc. Its direct owner is Virtus Partners, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Silvant Capital Management get paid?
Silvant Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Silvant Capital Management?
Silvant Capital Management’s main office is at 3333 Piedmont Road, Ne, Suite 1500, Atlanta, GA 30305. Its phone number is 404-845-7640. Its website is silvantcapital.com.