Overview
Assets Under Management: $220 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 54
Average Client Assets: $3 million
Frequently Asked Questions
BANYAN CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108123), BANYAN CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BANYAN CAPITAL MANAGEMENT, INC. is headquartered in ATLANTA, GA.
BANYAN CAPITAL MANAGEMENT, INC. serves 54 high-net-worth clients according to their SEC filing dated February 24, 2025. View client details ↓
According to their SEC Form ADV, BANYAN CAPITAL MANAGEMENT, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
BANYAN CAPITAL MANAGEMENT, INC. manages $220 million in client assets according to their SEC filing dated February 24, 2025.
According to their SEC Form ADV, BANYAN CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 277
Discretionary Accounts: 277
Regulatory Filings
CRD Number: 108123
Last Filing Date: 2025-02-24 00:00:00
Website: https://banyancapital.com