CRD: 146597
Aviance Capital Partners LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vertex alphaCatalyst +more
- Established Date
- 03-25-2008
- Office Locations
- 2
Office Locations
About Aviance Capital Partners LLC
Aviance Capital Partners is a 100% independently owned wealth advisory firm (est. 2008) providing holistic wealth management and financial planning for families, executives, and business owners. The team focuses on retirement income planning, tax-efficient investing, and personalized portfolio management, often implemented with ETF-based strategies. Known for a low client-to-advisor ratio and proprietary, in-house research-informed solutions.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JACK DAVID BROWN
Managing Member
- CRD
- #2457091
- Ownership
- 50% but less than 75%
Jeffrey Stephen Pike
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- 10% but less than 25%
Eagle radial
Oak peak delta
- CRD
- #92904
- Ownership
- 32.7%
Showing 2 of 3 owners & executives
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FRANCISCO ANTONIO AGUILERA
--
- CRD
- #6024692
JOHN JOSEPH CAMPBELL
Director, Senior Wealth Advisor
- CRD
- #4248446
Beacon catalyst
Optima horizon peak
- CRD
- #86151
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,121,584,263 | $1,156,272 |
| Non-Discretionary | $4,054,404 | $1,013,601 |
| Total | $1,125,638,667 | $1,155,687 |
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Separately Managed Accounts
Total SMA Asset: $1,125,638,667
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $383,200,315 | 9.2% |
| Public Funds | $1,066,296,528 | 25.6% |
| Municipal Bonds | $982,992,112 | 23.6% |
| U.S. Government/Agency | $803,887,617 | 19.3% |
| Cash | $204,095,820 | 4.9% |
| Corporate - Investment Grade | $724,748,421 | 17.4% |
| Total | $4,165,220,813 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT PATHWAY | VITAL WAVE | SLR84E33G | BEQL | 5.03% | $118,218,518 |
| PEAK SUMMIT HARBOR | PRIME FUSION | 7EABYWQQL | EQXBP | 8.97% | $91,087,226 |
| VECTOR RIDGE FRONTIER | NORTH INSIGHT | 9T864TE6U | CTX | 2.94% | $14,682,197 |
| VERTEX NORTH CREST | NORTH CREST | NVDGK4DZU | MYE | 2.65% | $115,068,901 |
| EAGLE WAVE RADIAL | MERIDIAN VERTEX | 483F1DDWG | HLUZ | 11.44% | $103,103,673 |
| DELTA EAGLE | ZENITH HARBOR | JK0SF3SAX | LQMDN | 1.52% | $36,670,447 |
| TIMBER GLACIER SIGNAL | QUANTUM PEAK | T6RRX1EKV | SJTLB | 10.97% | $101,358,339 |
| FUSION RIDGE | HORIZON CATALYST | 78Y3Y8C3M | RPY | 8.93% | $20,481,011 |