Aviance Capital Partners, LLC
Aviance Capital Partners, LLC is an SEC-registered investment adviser founded in 2008 and headquartered in Naples, Florida. The firm manages nearly $1 billion in assets and serves primarily high net worth individuals, along with some non-high net worth individuals and charitable organizations. With a team of approximately 9 employees, Aviance Capital Partners provides tailored, discretionary portfolio management solutions focused on individual clients seeking a comprehensive and personalized approach to wealth management.
Investment Strategy
Aviance Capital Partners implements a discretionary investment strategy focusing on equities and fixed income securities for individual investors, particularly high net worth clients. The firm diversifies holdings across major sectors and the largest publicly traded companies, allocating capital to core technology, healthcare, financials, and consumer staples, with consistent oversight and active rebalancing of portfolios to meet client objectives. The firm does not manage pooled funds or institutional accounts, emphasizing customization and direct client relationships.
Top Holdings
Equity Positions (349)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 7.12% | $54.5M | 265,410 | $71.57 | $205.17 | -$5.4M |
A AVGO | BROADCOM INC | 4.09% | $31.3M | 113,627 | $54.01 | $275.65 | +$12.4M |
A AMZN | AMAZON COM INC | 3.78% | $28.9M | 131,955 | $159.54 | $219.39 | +$4.0M |
G GOOGL | ALPHABET INC | 3.53% | $27.0M | 153,485 | $102.57 | $176.23 | +$2.9M |
A ABBV | ABBVIE INC | 3.50% | $26.8M | 144,155 | $111.83 | $185.62 | -$3.3M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
M Michael Chapman | Portfolio Manager | Naples, FL , United States |