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Silverleafe Capital Partners

EST. AUM
$449,228,264

CONTACTS
1

CLIENT ACCOUNTS
683

Firm Details

Metro area Memphis
CRD Number 133174
Website silverleafecapital.com
Client types

Overview

Silverleafe Capital Partners, LLC is an employee-owned boutique registered investment advisor founded in 2004 in Memphis, Tennessee by Dan Patterson. The firm operates independently as a fee-only fiduciary, stating that it is not affiliated with any broker-dealer and does not accept commissions or third-party remuneration. Silverleafe emphasizes a low client-to-advisor ratio, direct access to decision makers, and relationships built on trust, transparency, and integrity. The team collectively reports over 60 years of industry experience and holds designations including Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER™ (CFP®).

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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