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AVIANCE CAPITAL PARTNERS LLC
CRD 146597File 801-68979
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Sep 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.13B
Above cohort median (national)
Discretionary AUM
$1.12B
Non-discretionary $4.1M
Clients
372
974 accounts
Employees
11
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Mar 25, 2008
- Principal office
- 2180 IMMOKALEE ROAD, #301, NAPLES, FL, 34110-1407
- Phone
- 239-598-4747
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.13B
- Discretionary AUM
- $1.12B
- Non-discretionary AUM
- $4.1M
- Discretionary accounts
- 970
- Non-discretionary accounts
- 4
- Total accounts
- 974
- AUM per client
- $3.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.9M |
| High net worth individuals | 210 | $1.04B |
| Individuals (other than high net worth individuals) | 162 | $79.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2026 | Clients | 364 | 372 | increased by8 |
| Apr 1, 2026 | AUM | $971,012,034 | $1,125,638,667 | increased by$154,626,633 |
| Apr 1, 2026 | Accounts | 968 | 974 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 284 | 364 | increased by80 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $652,531,946 | $971,012,034 | increased by$318,480,088 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 712 | 968 | increased by256 |
| Apr 1, 2022 | Employees | 8 | 9 | increased by1 |
| Apr 1, 2022 | Clients | 256 | 284 | increased by28 |
| Apr 1, 2022 | AUM | $557,887,063 | $652,531,946 | increased by$94,644,883 |
| Apr 1, 2022 | Accounts | 610 | 712 | increased by102 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AVIANCE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AVIANCE CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.