Banyan Capital Management, Inc.
- Regulatory AUM
- $282M
- Discretionary
- $282M
- Clients
- 140
- Avg AUM / client
- $2.0M
- Accounts
- 334
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 19, 2026
Investments (13F portfolio — 55 positions, $232,055,485)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Markel | STOCK | $21,156,216 | 11,053 | 9.12% | 7.51% |
| 2 | Berkshire Hathaway B | STOCK | $19,388,911 | 40,461 | 8.36% | 6.88% |
| 3 | Phinia | STOCK | $17,487,994 | 255,523 | 7.54% | 6.21% |
| 4 | Cigna | STOCK | $16,686,813 | 62,556 | 7.19% | 5.92% |
| 5 | Vontier | STOCK | $15,379,488 | 433,591 | 6.63% | 5.46% |
| 6 | Parker Hannifin | STOCK | $13,946,944 | 15,579 | 6.01% | 4.95% |
| 7 | Dollar General | STOCK | $13,828,246 | 116,468 | 5.96% | 4.91% |
| 8 | Apple | STOCK | $10,565,531 | 41,631 | 4.55% | 3.75% |
| 9 | Labcorp Holdings | STOCK | $10,429,069 | 39,088 | 4.49% | 3.7% |
| 10 | Factset Resh Sys Inc | STOCK | $7,557,111 | 34,827 | 3.26% | 2.68% |
| 11 | Heineken Holding Nv Ord | STOCK | $7,455,852 | 105,184 | 3.21% | 2.65% |
| 12 | Henry Schein | STOCK | $7,287,603 | 98,882 | 3.14% | 2.59% |
| 13 | Carmax | STOCK | $7,160,533 | 172,211 | 3.09% | 2.54% |
| 14 | Roper Technologies | STOCK | $6,439,190 | 18,197 | 2.77% | 2.29% |
| 15 | Wolters Kluwer Nv | STOCK | $5,818,036 | 77,925 | 2.51% | 2.07% |
| 16 | Charter Communications | STOCK | $5,349,722 | 24,781 | 2.31% | 1.9% |
| 17 | Fiserv | STOCK | $5,209,376 | 93,358 | 2.24% | 1.85% |
| 18 | Brown Forman B | STOCK | $5,189,749 | 196,284 | 2.24% | 1.84% |
| 19 | Airbnb A | STOCK | $5,000,814 | 39,601 | 2.16% | 1.77% |
| 20 | Danaher | STOCK | $3,581,923 | 18,892 | 1.54% | 1.27% |
| 21 | Liberty Broadband C | STOCK | $3,514,662 | 69,874 | 1.51% | 1.25% |
| 22 | American Express | STOCK | $3,236,536 | 10,700 | 1.39% | 1.15% |
| 23 | Akre Focus Etf | STOCK | $2,116,960 | 40,056 | 0.91% | 0.75% |
| 24 | Walmart | STOCK | $1,034,880 | 8,327 | 0.45% | 0.37% |
| 25 | Ibm | STOCK | $1,014,887 | 4,187 | 0.44% | 0.36% |
Top 25 of 55 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $36.3M | 12.9% |
| High net worth individuals | 59 | $229M | 81.2% |
| Pension and profit sharing plans | 2 | $15.7M | 5.56% |
| Insurance companies | 1 | $1.1M | 0.38% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Drew Douglas Estes | President/Cco | Sep 2016 (10y) | ≈ 56.25% – 100% via Redgate Partners Llc | |
| Beaton, Charlene, Elaine | Director Of Operations | Jan 2023 (4y) | Less than 5% | |
| William Albert Knorr | Registered representative | Aug 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Redgate Partners Llc | Owner | Jan 2019 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Drew Douglas Estes: 75% – 100% of Redgate Partners Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $281M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗