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AdvisorCensus / Financial advisors / Tennessee / Memphis / Silverleafe Capital Partners, LLC

Silverleafe Capital Partners, LLC

Germantown, TNSEC-registered investment adviserCRD 133174

Filed as SILVERLEAFE CAPITAL PARTNERS, LLC

Silverleafe Capital Partners, LLC is an SEC-registered investment advisory firm in Germantown, TN, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

21 years
registered since 2004
$449,228,264
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Silverleafe Capital Partners, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Silverleafe Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

Where is Silverleafe Capital Partners, LLC located?

Silverleafe Capital Partners, LLC's principal office is in Germantown, TN, according to its Form ADV.

Is Silverleafe Capital Partners, LLC registered with the SEC or a state?

Silverleafe Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 133174.

How much does Silverleafe Capital Partners, LLC manage?

Silverleafe Capital Partners, LLC reports $449,228,264 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (93% discretionary).

How have Silverleafe Capital Partners, LLC's assets and staff changed since 2021?

In the Form ADV data for Silverleafe Capital Partners, LLC: Regulatory assets under management: $326,550,693 in the October 2021 data and $449,228,264 in the October 2026 data, up 38%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Silverleafe Capital Partners, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); high net worth individuals (87).

Which custodians does Silverleafe Capital Partners, LLC use?

Silverleafe Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

Does Silverleafe Capital Partners, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133174

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

See the firm's brochure (dated March 10, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$449,228,264

$449,228,264 as of October 2026, filing dated March 10, 2026.

Discretionary: $416,471,928.Non-discretionary: $32,756,336.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 92 Assets $27,394,176 (6%)
High net worth individuals
Clients 87 Assets $421,834,088 (94%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2004 (21 years)
Employees
Total: 7. Performing investment advisory functions: 4.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

States registered or notice-filed
6 states or jurisdictions
ARFLLAMSTNTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$327M 2021 $349M 2022 $311M 2023 $403M 2024 $436M 2025 $449M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$449,228,2647March 10, 2026
October 2025$435,764,3026June 4, 2025
October 2024$403,372,7744September 17, 2024
October 2023$311,173,5194September 19, 2023
October 2022$348,813,3555March 7, 2022
October 2021$326,550,6935March 2, 2021

Regulatory assets under management: $326,550,693 in the October 2021 data and $449,228,264 in the October 2026 data, up 38%.

Total employees: 5 in October 2021 and 7 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
silverleafecapital.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Silverleafe Capital Partners, LLC (CRD 133174): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/silverleafe-capital-partners-llc-germantown-tn-133174