Aviance Capital Partners LLC logo

Aviance Capital Partners LLC

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Client assets under management

$1,122,787,009

Clients

372

56% high-net worth

Advisors

7

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

53

Typical

Average account size

$3,018,245

About

Aviance Capital Partners provides discretionary and non‑discretionary investment advisory services to individuals, high net worth clients, trusts, estates, pension and profit‑sharing plans, and corporate entities. The firm delivers portfolio management across tailored strategies and ancillary financial planning, and generally prefers to work with clients who have at least $500,000 designated for management.

The firm implements portfolios using internal research and allocates among equities, fixed income, mutual funds, closed‑end funds and ETFs across named strategies such as Disciplined Growth, Disciplined Value, Dividend Plus, Enhanced Income, Global, Core Plus Fixed Income and Traditional Bond Portfolios. Aviance’s Form ADV also discloses use of structured products and limited derivatives activity—primarily covered calls or option hedges for concentrated positions—and the management of variable annuity subaccounts as components of client portfolios, with related risks described in the brochure.

Aviance’s regulatory disclosures highlight several operational features that are less common among peers: it participates in the Lockwood Investment Strategies wrap fee program, receives institutional services and other economic benefits from Charles Schwab and Fidelity, and participates in Schwab’s referral program (including associated participation and non‑custody fee arrangements). The brochure explicitly describes potential conflicts and mitigation practices related to these arrangements, as well as the firm’s handling of rollovers, insurance‑product relationships, and the risks of structured and derivative instruments.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Annuities Charitable giving tax strategies

Fee options

Fixed

Financial planning and consulting fees negotiable, generally ranging from $1,500 to $10,000, depending on complexity.

Percentage

$0 - $3,000,000: 1.00% annually $3,000,001 - $10,000,000: 0.85% annually $10,000,001+: 0.75% annually

Other

Account minimum: $500,000

Main office location

Aviance Capital Partners LLC

2180 Immokalee Road, #301

Naples FL 34110-1407, United States

Number of offices

2

Most active in

Alabama · Arizona · California · Connecticut · Florida · Georgia · Illinois · Massachusetts · Michigan · Montana · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Vermont · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael C

CFA®, Series 63

Naples, FL

Aviance Capital Partners LLC

Michael Chapman is a CFA® charterholder with seven years of industry experience. He has been with Aviance Capital Partners LLC since 2018 and also serves as Managing Director of Kinderburk, LLC, a property management and business administration firm. Aviance Capital Partners serves high net worth individuals, trusts, estates, pension and profit-sharing plans, and other business entities with discretionary and non-discretionary investment advisory services, financial planning, and consulting. The firm manages portfolios using multiple strategies tailored to client objectives and employs a range of investment vehicles including equities, bonds, mutual funds, ETFs, and structured products.

Concentrated stock management Annuities Charitable giving tax strategies
user avatar

Paula J

Series 63, Series 66

Naples, FL

Aviance Capital Partners LLC

Paula Jewell is a financial advisor at Aviance Capital Partners LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Capital Wealth Planning, LLC and Morgan Stanley in various capacities. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services along with stand-alone financial planning and consulting. The firm constructs portfolios using multiple named strategies and tailors allocations based on internal research and client-specific objectives.

Concentrated stock management Annuities Charitable giving tax strategies
user avatar

Francisco A

CFP®, CFA®, Series 63, Series 66

Winter Park, FL

Aviance Capital Partners LLC

Francisco Aguilera is a CFP® and CFA® with 13 years of industry experience. He is currently with Aviance Capital Partners LLC and previously worked at Fidelity Investments from 2015 to 2024. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm manages portfolios using multiple strategies tailored to client objectives and employs a variety of investment vehicles including equities, bonds, mutual funds, ETFs, and structured products.

Concentrated stock management Annuities Charitable giving tax strategies
user avatar

Alexander C

Series 66

Naples, FL

Aviance Capital Partners LLC

Alexander Crevi is a financial advisor with Aviance Capital Partners LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Corient, Segall Bryant & Hamill, and Rothschild Investment Corp. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm constructs portfolios using multiple named strategies and internal research tailored to client objectives, investing across equities, bonds, mutual funds, ETFs, and structured products.

Concentrated stock management Annuities Charitable giving tax strategies
user avatar

John C

Series 63, Series 66

Naples, FL

Aviance Capital Partners LLC

John Campbell is a financial advisor at Aviance Capital Partners LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Breiter Capital Management, Platinum Wealth Partners, and Capitalrock Investments. Campbell has been with Aviance since 2017. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services as well as standalone financial planning and consulting. The firm employs multiple portfolio strategies tailored to client objectives and incorporates internal research and periodic reviews in its investment approach.

Concentrated stock management Annuities Charitable giving tax strategies
user avatar

Jack B

CFA®, Series 63

Naples, FL

Aviance Capital Partners LLC

Jack Brown is a CFA® charterholder with 20 years of industry experience. He has been with Aviance Capital Partners LLC since 2011. Brown serves as an adjunct economics professor at Florida Gulf Coast University, a role he will begin in early 2025. Aviance Capital Partners provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs multiple investment strategies and uses internal research and client-specific objectives to tailor portfolios across various asset types.

Concentrated stock management Annuities Charitable giving tax strategies
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