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Banyan Capital Management, Inc.

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Client assets under management

$265,001,550

Clients

137

43% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

69

High

Average account size

$1,934,318

About

Banyan Capital Management provides discretionary investment management to individuals, trusts, estates, and retirement plans, and offers tailored portfolio supervision for balanced and fixed‑income needs. The firm primarily invests in publicly traded equities and may use mutual funds to provide specialized or multi‑sector exposure.

The firm follows a value‑oriented, fundamental analysis approach with a long time horizon, seeking to buy businesses trading at a discount to Banyan’s estimate of intrinsic value and generally holding concentrated portfolios (typically 15–20 stocks) with low turnover. Banyan documents portfolio activity and performance on a quarterly basis, comparing returns to benchmarks such as the S&P 500 and other relevant indexes.

Compared with many peers, Banyan discloses and communicates performance results more prominently — including use of predecessor or historical performance in its materials — and works with a mix of client types that includes institutional accounts such as pension plans and insurance company clients. The firm also uses borrowing tools in managed accounts (including margin and Securities Backed Lines of Credit), discloses the associated risks and conflicts of interest, and states that outstanding margin balances may be included in assets under management.

Client services

Portfolio management

Expertise

Passive / index investing

Fee options

Percentage

$0 - $1,000,000: 1.000% $1,000,001 - $3,000,000: 0.750% $3,000,001 - $10,000,000: 0.625% $10,000,001+: 0.500%

Other

Account minimum: $1,000,000

Main office location

Banyan Capital Management, Inc.

2100 Riveredge Parkway, Suite 1030

Atlanta GA 30328, United States

Number of offices

1

Most active in

Alabama · Florida · Georgia · Louisiana · Mississippi · Nebraska · North Carolina · South Carolina · Texas

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

Drew E

Series 65

Atlanta, GA

Banyan Capital Management, Inc.

Drew Estes is a financial advisor at Banyan Capital Management, Inc. in Atlanta, GA, holding a Series 65 designation with nine years of industry experience. He has been with Banyan Capital Management since 2016 and previously worked at the University of Alabama. Outside of his advisory role, Drew teaches continuing professional education courses for the Georgia Society of CPAs. Banyan Capital Management provides discretionary investment management to individuals, trusts, estates, and retirement plans, focusing on value-oriented, fundamental analysis with a long-term horizon. The firm primarily invests in publicly traded equities, manages concentrated portfolios, and serves a mix of client types including institutional accounts.

Passive / index investing
user avatar

William K

Series 65

Atlanta, GA

Banyan Capital Management, Inc.

William Knorr is a financial advisor at Banyan Capital Management, Inc. with a Series 65 credential and one year of industry experience. His prior roles include positions at SMBC Nikko Securities America, Wells Fargo Securities, and Credit Suisse Group. Banyan Capital Management provides discretionary investment management to individuals, trusts, estates, and retirement plans, focusing on value-oriented, fundamental analysis with a long-term investment horizon. The firm manages concentrated portfolios primarily in publicly traded equities and communicates performance results on a quarterly basis.

Passive / index investing
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