{"url":"https://nivawealth.com/firms/silverleafe-capital-partners-133174","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/133174","regulatoryAum":449228264,"crd":"133174","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4543324","suffix":null,"lastName":"COUSINS","firstName":"JAMES","middleName":"MASON"},{"crd":"7626949","suffix":null,"lastName":"ESKRIGGE","firstName":"RICHARD","middleName":"WORTHINGTON"},{"crd":"2960353","suffix":null,"lastName":"KREITZ","firstName":"BROC","middleName":"PHILLIP"},{"crd":"7598526","suffix":null,"lastName":"Patterson","firstName":"Margaret","middleName":"Terrell"},{"crd":"4759901","suffix":null,"lastName":"RUSSELL","firstName":"JOHN","middleName":"B"},{"crd":"7336837","suffix":null,"lastName":"Tierney","firstName":"Blaine","middleName":"Mitchell"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-02","regulatoryAum":326550693,"clients":152,"employees":5,"offices":1},{"filedOn":"2022-03-07","regulatoryAum":348813355,"clients":165,"employees":5,"offices":1},{"filedOn":"2023-02-16","regulatoryAum":311173519,"clients":169,"employees":5,"offices":1},{"filedOn":"2024-03-20","regulatoryAum":403372774,"clients":179,"employees":4,"offices":1},{"filedOn":"2025-06-04","regulatoryAum":435764302,"clients":179,"employees":6,"offices":1},{"filedOn":"2026-03-10","regulatoryAum":449228264,"clients":179,"employees":7,"offices":1}],"secFileNumber":"801-63594","legalName":"Silverleafe 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Silverleafe Capital Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Silverleafe Capital Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Silverleafe Capital Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Silverleafe Capital Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Silverleafe Capital Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Silverleafe Capital Partners have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Silverleafe Capital Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Silverleafe Capital Partners get paid?","answer":"Silverleafe Capital Partners is paid through a percentage of assets under management, fixed fees and performance-based fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}