Silverleafe Capital Partners provides financial planning, portfolio management for individuals and small businesses, business succession planning, estate planning, philanthropic planning, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Silverleafe Capital Partners reports 179 clients. They include 92 individual clients and 87 high-net-worth individuals. Of its assets, 92.7% ($416M across 646 accounts) are managed with discretion; $32.8M across 37 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 6% |
| High-net-worth individuals | 49% | 94% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 92 | $27.4M | 6.1% | $298K |
| High-net-worth individuals | 87 | $422M | 93.9% | $4.85M |
| Total | 179 | $449M | 100% | $2.51M |
- Clients
- 92
- Regulatory AUM
- $27.4M
- AUM share
- 6.1%
- Avg. per client
- $298K
- Clients
- 87
- Regulatory AUM
- $422M
- AUM share
- 93.9%
- Avg. per client
- $4.85M
Total
- Clients
- 179
- Regulatory AUM
- $449M
- AUM share
- 100%
- Avg. per client
- $2.51M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Silverleafe Capital Partners charges 0.60%–1.00% a year for its Standard fee schedule. The fee is billed in advance, is negotiable, has a $20,000 annual minimum and requires an account of at least $2,000,000.
Fee details and sources
Patterson Family Investment Company LLC owns 75% or more of Silverleafe Capital Partners and is in turn owned by William Patterson (75% or more). The leadership team of Silverleafe Capital Partners includes Chief Compliance Officer James Cousins. It has 7 employees, 4 of them in advisory roles.
Leadership
- James CousinsChief Compliance Officer
- William PattersonFounder
- John RussellManaging Partner
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Silverleafe Capital Partners, LLC
Patterson Family Investment Company LLC
Control person · since January 2023
- Owns 75% or more of Patterson Family Investment Company LLC
William Patterson
Control person · since January 2023
- Owns 10% to 25% of Silverleafe Capital Partners, LLC
John Russell
Control person · since January 2021
- Owns 5% to 10% of Silverleafe Capital Partners, LLC
James Cousins
Control person · since March 2015
Silverleafe Capital Partners’ regulatory assets grew from $327M (March 2021) to $449M (March 2026); clients rose from 152 to 179 and employees from 5 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $449M | 179 | 7 | 1 |
| June 2025 | $436M | 179 | 6 | 1 |
| March 2024 | $403M | 179 | 4 | 1 |
| February 2023 | $311M | 169 | 5 | 1 |
| March 2022 | $349M | 165 | 5 | 1 |
| March 2021 | $327M | 152 | 5 | 1 |
Besides its headquarters, Silverleafe Capital Partners has 0 offices, with 1 listed address in Tennessee.
Tennessee · 1 listed address
- 6815 Poplar Avenue, Suite 205, GermantownHQ
Contact and registration details
- Legal name
- Silverleafe Capital Partners, LLC
- Headquarters
- 6815 Poplar Avenue, Suite 205, Germantown, TN 38138
- Website
- silverleafecapital.com
- Phone
- 901-259-3345
- SEC file
- 801-63594
- Founded
- 2004
- Structure
- Delaware LLC
- Fiscal year end
- December
Silverleafe Capital Partners uses Fidelity ($409M) as custodian for its separately managed accounts. Silverleafe Capital Partners does not have custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $409M100%
At year end, Silverleafe Capital Partners’ separately managed accounts were largely in stocks (47%) and funds (42%). Its reported 13F holdings for the quarter ended 30 June 2026 total $367M across 99 positions; the largest are Invesco Qqq Trust Series I (10.8%), iShares Core S&P 500 ETF (9.3%) and Fedex Corp. (5.9%).
What the accounts hold
- Stocks47%
- Funds42%
- Bonds1%
- Cash10%
Reported 13F holdings
- $367M
- Reported 13F value
- 99
- Positions
- 55.2%
- In the 10 largest
- —
- Value vs. prior quarter
- Invesco Qqq Trust Series IETF10.8%
- iShares Core S&P 500 ETFETF9.3%
- Fedex Corp.5.9%
- Berkshire Hathaway Inc. Del CL A5.7%
- Apple Inc.4.9%
- State Street SPDR Bloomberg High Yield Bond ETFETF4.3%
- iShares Semiconductor ETFETF4.1%
- Vanguard Intermediate-term Treasury ETFETF3.6%
- iShares Core MSCI Eafe ETFETF3.5%
- Vanguard Small-cap ETFETF3.0%
Together, the ten largest are 55.2% of reported value.
How many clients does Silverleafe Capital Partners have?
Silverleafe Capital Partners has 179 clients and manages $449 million for them, as of March 2026. They include 92 individual clients and 87 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Silverleafe Capital Partners offer?
Silverleafe Capital Partners provides financial planning, portfolio management for individuals and small businesses, business succession planning, estate planning, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Silverleafe Capital Partners charge?
Silverleafe Capital Partners charges 0.60%–1.00% a year for its Standard fee schedule. The fee is billed in advance, is negotiable, has a $20,000 annual minimum and requires an account of at least $2,000,000.
Source: SILVERLEAFE CAPITAL PARTNERS, LLC BROCHURE, filed 10 March 2026
Which custodians does Silverleafe Capital Partners use?
Silverleafe Capital Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $409M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Silverleafe Capital Partners have?
Silverleafe Capital Partners has 6 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Silverleafe Capital Partners invest in?
At the end of its last fiscal year, Silverleafe Capital Partners’ separately managed accounts held 47% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Silverleafe Capital Partners have a minimum investment?
Yes, Silverleafe Capital Partners’ minimum account size for its Standard fee schedule is $2M. It charges a $20K annual minimum fee.
Source: SILVERLEAFE CAPITAL PARTNERS, LLC BROCHURE, filed 10 March 2026
Who owns Silverleafe Capital Partners?
Silverleafe Capital Partners is owned through a holding company by William Patterson. Its direct owners are James Cousins (5% to 10%), John Russell (10% to 25%) and Patterson Family Investment Company LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Silverleafe Capital Partners get paid?
Silverleafe Capital Partners is paid through a percentage of assets under management, fixed fees 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 Silverleafe Capital Partners?
Silverleafe Capital Partners’ main office is at 6815 Poplar Avenue, Suite 205, Germantown, TN 38138. Its phone number is 901-259-3345. Its website is silverleafecapital.com.