CRD: 133174
Silverleafe Capital Partners, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-01-2004
- Office Locations
- 1
Office Locations
About Silverleafe Capital Partners, LLC
Silverleafe Capital Partners is an independent, fee-only RIA providing active investment management, financial planning, and family office coordination for a select group of families, entrepreneurs, and multi-generational wealth creators. The team includes CFA and CFP professionals and operates with no broker-dealer affiliation or outside compensation. Clients get direct access to portfolio decision-makers and open-architecture solutions, informed by the founder’s experience building and selling businesses.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN B RUSSELL
Director, Managing Partner
- CRD
- #4759901
- Ownership
- 10% but less than 25%
JAMES MASON COUSINS
Chief Compliance Officer
- CRD
- #4543324
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
Unlock allContacts
RICHARD WORTHINGTON ESKRIGGE
Chief Financial Officer
- CRD
- #7626949
BROC PHILLIP KREITZ
Managing Director
- CRD
- #2960353
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $416,471,928 | $644,693 |
| Non-Discretionary | $32,756,336 | $885,306 |
| Total | $449,228,264 | $657,728 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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 |
Continue browsing