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- Custodian
- Altruist · SEI · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-17-2018
- Office Locations
- 1
Office Locations
About Silvis Financial
Silvis Financial is a Charlotte, NC-based RIA providing goal-based financial planning for individuals and families focused on retirement and major life decisions (education funding, second homes, sabbaticals). The firm helps clients set up the right accounts and implement asset-allocation portfolios, with ETF-centric investment implementation and planning support across tax, estate, and insurance needs. Platforms include Altruist custody.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER PAUL WOODS
Chief Compliance Officer, Financial Advisor, Founder, Managing Member
- CRD
- #3128105
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,809,920 | -- |
| Non-Discretionary | $0 | -- |
| Total | $36,809,920 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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