Aviance Capital Partners Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 372
- Avg AUM / client
- $3.0M
- Accounts
- 974
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 162 | $79.4M | 7.05% |
| High net worth individuals | 210 | $1.0B | 92.7% |
| Charitable organizations | Fewer than 5 clients | $2.9M | 0.25% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jack David Brown | Managing Member | CFA | Dec 2011 (15y) | 50% – 75% |
| Pike, Jeffrey, Stephen | Chief Compliance Officer, Chief Operating Officer, Member | Feb 2012 (15y) | 25% – 50% | |
| John Joseph Campbell | Registered representative | Dec 2017 (9y) | ||
| Michael John Chapman | Registered representative | CFA | Sep 2018 (8y) | |
| Paula Benge Jewell | Registered representative | Apr 2023 (3y) | ||
| Alexander I Crevi | Registered representative | Mar 2024 (2y) | ||
| Francisco Antonio Aguilera | Registered representative | CFP CFA | May 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 04/23/2026 | 1.09 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.0B (91% of AUM) Apr 2026
- National Financial Services (Fidelity) $70.8M (11% of AUM) Jun 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Apr 23, 2026.
View current Form ADV (SEC/IAPD) ↗