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| Aviance Capital Partners LLC
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|---|---|
| CRD # | 146597 |
| SEC # | 801-68979 |
| CIK # | 0001542383 |
| AUM | 1,125.6 M (2026-04-23) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 239-598-4747 |
| Address | 2180 Immokalee Road, 301 Naples, FL 34110-1407 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001542383 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 66.1 | ||
| Alphabet Inc | 43.0 | ||
| AbbVie Inc | 32.0 | ||
| Broadcom Inc | 31.8 | ||
| Amazon Com Inc | 28.5 | ||
| J P Morgan Chase & Co | 23.9 | ||
| Lam Research Corp | 17.2 | ||
| Microsoft Corp | 16.2 | ||
| Facebook Inc | 15.4 | ||
| Amgen Inc | 12.8 | ||
| Nvidia Corp | 10.8 | ||
| Travelers Companies Inc | 10.3 | ||
| Lockheed Martin Corp | 9.9 | ||
| Linde PLC | 9.1 | ||
| Schwab Charles Corp | 8.6 | ||
| Johnson & Johnson | 8.2 | ||
| BlackRock Inc | 7.8 | ||
| Arista Networks Inc | 7.7 | ||
| Lowes Companies Inc | 7.4 | ||
| Thermo Fisher Scientific Inc | 7.1 | ||
| Cavco Industries Inc | 6.9 | ||
| Visa Inc | 6.4 | ||
| Academy Sports & Outdoors Inc | 6.2 | ||
| HCA Holdings Inc | 6.1 | ||
| Netflix Inc | 5.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 79.4 |
| (b) Individuals (high net worth individuals) | 210 | 1,043.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 974 | 1,125.6 |
| By Discretionary | ||
| Discretionary | 970 | 1,121.6 |
| Non-Discretionary | 4 | 4.1 |
| Total | 974 | 1,125.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.7 | |
| United States Persons | 1,121.0 | |
| Total | 974 | 1,125.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001542383] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
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