Silverleafe Capital Partners, LLC
Silverleafe Capital Partners, LLC is a Tennessee-based independent investment advisory and wealth management firm headquartered in Germantown. Founded in 2011, Silverleafe serves a select group of families, entrepreneurs, and multi-generation wealth creators seeking fiduciary guidance and long-term financial clarity. The firm has 6 employees and focuses on personalized, low client-to-advisor ratio service by professionals holding CFP® and CFA® credentials. Silverleafe operates free from institutional conflicts, does not accept outside compensation, and offers tailored investment management, financial planning, and family office services primarily to high net worth individuals.
Investment Strategy
Silverleafe Capital Partners employs a client-centric, fiduciary approach centered on the long-term growth and preservation of wealth for families and founders. Operating with full independence, the firm avoids in-house products and maintains an open architecture to access diverse financial solutions. Investment management is actively managed internally, never outsourced—allowing lower fees and more direct control. Strategies are custom-designed for each client and include direct financial planning, multi-generational family office services, and careful portfolio construction with transparency, alignment, and trust at the core. Silverleafe emphasizes personal relationships, full disclosure, and adapting investment solutions to each client's unique needs.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TRUST SERIES I | 9.89% | $32.3M | 53,829 | $335.96 | $600.37 | +$3.2M |
I IVV | ISHARES CORE S&P 500 ETF | 9.36% | $30.6M | 45,705 | $539.56 | $669.30 | +$5.3M |
W WEST | WESTROCK COFFEE CO COM | 7.03% | $23.0M | 4,726,519 | $8.47 | $4.86 | -$4.1M |
B BRK-A | BERKSHIRE HATHAWAY INC DEL CL A | 6.46% | $21.1M | 28 | $301663.54 | $754200.00 | +$711.2K |
F FDX | FEDEX CORP COM | 5.01% | $16.4M | 69,440 | $232.36 | $235.81 | +$590.4K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QQQM | INVESCO NASDAQ 100 ETF | New | Put | $3.0M | 167 | $247.12 | $247.12 | +167 | +$3.0M |