$34.0M Total AUM
$34.0M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2008
- Office Locations
- 1
Office Locations
-- Cincinnati OH
About Silverleaf Investment Group, LLC
SilverLeaf Investment Group is a Cincinnati-based advisor focused on evidence-based, non-speculative fixed-income strategy and bond portfolio management for income-focused investors and mission-driven organizations. The firm emphasizes clearly defined goals, measurable rules, and cost-aware strategy selection to reduce speculation-driven risk. Custodied with Charles Schwab.
Team overview
-- AVG AGE
$34.0M AVG AUM / ADVISOR
$8.5M AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Owner & Executives
R
RALPH JOSEPH HODGE
President
- CRD
- #2432490
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,000,000 | $2,548,339 |
| Non-Discretionary | $0 | -- |
| Total | $34,000,000 | $2,548,339 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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