# 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.

- CRD: 133174
- Filed as: SILVERLEAFE CAPITAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Germantown, TN
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133174
- AdvisorCensus page: https://advisorcensus.com/firm/silverleafe-capital-partners-llc-germantown-tn-133174

## Quick answers

**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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $449,228,264
- Discretionary: $416,471,928
- Non-discretionary: $32,756,336

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $27,394,176 |
| High net worth individuals | 87 | $421,834,088 |

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

### Firm details
- Registered since: 2004 (21 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, FL, LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- silverleafecapital.com
- LinkedIn @silverleafe-capital-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $326,550,693 | 5 | March 2, 2021 |
| October 2022 | $348,813,355 | 5 | March 7, 2022 |
| October 2023 | $311,173,519 | 4 | September 19, 2023 |
| October 2024 | $403,372,774 | 4 | September 17, 2024 |
| October 2025 | $435,764,302 | 6 | June 4, 2025 |
| October 2026 | $449,228,264 | 7 | March 10, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Silverleafe Capital Partners, LLC (CRD 133174): Form ADV filing data as of October 2026.
