Silverleafe Capital Partners, Llc
- Regulatory AUM
- $449M
- Discretionary
- $416M
- Clients
- 179
- Avg AUM / client
- $2.5M
- Accounts
- 683
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Investments (13F portfolio — 99 positions, $366,778,770)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Trust Series I | ETF | $39,697,202 | 53,907 | 10.8% | 8.84% |
| 2 | Ishares Core S&P 500 Etf | ETF | $34,066,235 | 45,489 | 9.29% | 7.58% |
| 3 | Fedex Corp Com | Stock | $21,589,586 | 68,948 | 5.89% | 4.81% |
| 4 | Berkshire Hathaway Inc Del Cl A | Stock | $20,967,800 | 28 | 5.72% | 4.67% |
| 5 | Apple Inc Com | Stock | $17,974,820 | 62,119 | 4.9% | 4.0% |
| 6 | State Street Spdr Bloomberg High Yield Bond Etf | ETF | $15,811,718 | 164,073 | 4.31% | 3.52% |
| 7 | Ishares Semiconductor Etf | ETF | $14,890,339 | 23,239 | 4.06% | 3.31% |
| 8 | Vanguard Intermediate Term Treasury Etf | ETF | $13,375,898 | 226,787 | 3.65% | 2.98% |
| 9 | Ishares Core Msci Eafe Etf | ETF | $12,909,550 | 133,667 | 3.52% | 2.87% |
| 10 | Vanguard Small Cap Etf | ETF | $11,166,487 | 36,839 | 3.04% | 2.49% |
| 11 | Vanguard Mid Cap Etf | ETF | $11,151,968 | 138,413 | 3.04% | 2.48% |
| 12 | Range Nuclear Renaissance Index Etf | ETF | $9,777,610 | 143,451 | 2.67% | 2.18% |
| 13 | Autozone Inc Com | Stock | $9,484,495 | 2,968 | 2.59% | 2.11% |
| 14 | Ishares Gold Trust | ETF | $8,807,351 | 116,638 | 2.4% | 1.96% |
| 15 | Defiance Ai & Power Infrastructure Etf | ETF | $8,553,328 | 256,011 | 2.33% | 1.9% |
| 16 | Westrock Coffee Co Com | Stock | $7,852,240 | 968,217 | 2.14% | 1.75% |
| 17 | Micron Technology Inc Com | Stock | $6,126,013 | 5,307 | 1.67% | 1.36% |
| 18 | Procure Space Etf | ETF | $5,937,105 | 117,172 | 1.62% | 1.32% |
| 19 | Ishares Msci Emerging Markets Ex China Etf | ETF | $5,377,085 | 52,562 | 1.47% | 1.2% |
| 20 | State Street Spdr S&P Aerospace & Defense Etf | ETF | $4,411,074 | 15,543 | 1.2% | 0.98% |
| 21 | Marvell Technology Inc Com | Stock | $4,347,109 | 14,593 | 1.19% | 0.97% |
| 22 | Global X Artificial Intelligence & Technology Etf | ETF | $4,253,596 | 64,832 | 1.16% | 0.95% |
| 23 | Walmart Inc Com | Stock | $3,814,257 | 33,677 | 1.04% | 0.85% |
| 24 | Alphabet Inc Cap Stk Cl C | Stock | $3,770,828 | 10,672 | 1.03% | 0.84% |
| 25 | Huntington Bancshares Inc Com | Stock | $3,719,335 | 209,776 | 1.01% | 0.83% |
Top 25 of 99 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) | 92 | $27.4M | 6.1% |
| High net worth individuals | 87 | $422M | 93.9% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Patterson, William, Daniel | Founder | Sep 2004 (22y) | ≈ 56.25% – 100% via Patterson Family Investment Company Llc | |
| John B Russell | Managing Partner | CFA | Oct 2010 (16y) | 10% – 25% |
| James Mason Cousins | Chief Compliance Officer | CFP | Oct 2011 (15y) | 5% – 10% |
| Broc Phillip Kreitz | Senior Investment Advisor | CFP | Jun 2017 (9y) | 5% – 10% |
| Margaret Terrell Patterson | Registered representative | Jan 2025 (2y) | ||
| Richard Worthington Eskrigge | Registered representative | Jan 2025 (2y) | ||
| Blaine Mitchell Tierney | Registered representative | Jun 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Patterson Family Investment Company Llc | Owner | Jan 2023 | A | 75% or more |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Patterson, William, Daniel: 75% – 100% of Patterson Family Investment Company 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) | 03/10/2026 | 909 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
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $409M (91% of AUM) Mar 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: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗