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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.
Reported data analysis
What the numbers show
Between May 30, 2025 and February 19, 2026, reported AUM increased 27.9%, from $220.3M to $281.7M.
Across 5 reported observations, AUM increased 40.1% between June 29, 2022 and February 19, 2026, from $201.1M to $281.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 140 clients, or 70 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on February 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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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
SMA allocation detail is available
Banyan Capital Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Banyan Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.