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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-17-2012
- Office Locations
- 1
Office Locations
About Banyan Capital Management, Inc.
Banyan Capital Management is an Atlanta-based investment advisor focused on fundamental, long-term equity investing with concentrated, thoughtfully diversified portfolios (typically 15–20 securities) and security-by-security risk management. The firm emphasizes alignment—employees can’t buy public securities that clients don’t own—and avoids market timing. Accounts are supported through Charles Schwab, including potential Schwab Advisor Network referrals.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Charlene Elaine Beaton
DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Drew Douglas Estes
Chief Compliance Officer, Portfolio Manager, President
- CRD
- #6695602
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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WILLIAM Albert KNORR
Partner
- CRD
- #6948591
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $281,738,620 | $843,529 |
| Non-Discretionary | $0 | -- |
| Total | $281,738,620 | $843,529 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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