# Banyan Asset Management, Inc.

> Banyan Asset Management, Inc. is a state-registered investment advisory firm in Naples, FL, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 19, 2026.

- CRD: 123204
- Filed as: BANYAN ASSET MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: January 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123204
- AdvisorCensus page: https://advisorcensus.com/firm/banyan-asset-management-inc-naples-fl-123204

## Quick answers

**How is Banyan Asset Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Banyan Asset Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Banyan Asset Management, Inc. located?**
Banyan Asset Management, Inc.'s principal office is in Naples, FL, according to its Form ADV.

**Is Banyan Asset Management, Inc. registered with the SEC or a state?**
Banyan Asset Management, Inc. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 123204.

**How much does Banyan Asset Management, Inc. manage?**
Banyan Asset Management, Inc. reports $27,043,370 in regulatory assets under management in its Form ADV filing dated January 19, 2026 (100% discretionary).

**What types of clients does Banyan Asset Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (9).

**Does Banyan Asset Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123204

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $27,043,370
- Discretionary: $27,043,370
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $10,480,166 |
| High net worth individuals | 9 | $16,563,204 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2002 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- banyan-asset.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Banyan Asset Management, Inc. (CRD 123204): Form ADV filing data as of October 2026.