Silverleaf Investment Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,000,000
Clients
2
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$17,000,000
About
SilverLeaf Investment Group is a registered independent investment adviser that focuses on goals- and mission-based management and consulting for taxable and tax-exempt bond portfolios. The firm serves income-focused private and institutional clients and provides direct portfolio management, sub-advisory services, performance evaluations, and RFP review.
The firm’s approach is to customize bond portfolio strategy after a detailed discussion of a client’s income goals and the specific risks to meeting those goals, using fundamental and technical analysis of fixed-income securities. It monitors accounts on an ongoing basis with regular reporting and quarterly reviews, and delivers services on a fee-only, assets-under-management basis.
Compared with many peers, the firm is institutionally oriented and generally does not serve non–high-net-worth retail individuals, resulting in a small, concentrated client base rather than broad retail coverage. It commonly accepts sub-advisory and institutional consulting engagements, does not accept performance-based fees, and does not exercise proxy voting authority on client securities.
Client services
Portfolio management
Expertise
Income planning
General retirement planning
Fee options
Negotiated fixed fees for institutional and sub-advisory clients (e.g., $50,000 per year for 25 clients)
$0 - $5,000,000: 0.450% $5,000,000 - $10,000,000: 0.250% $10,000,000 - $15,000,000: 0.125% $15,000,000+: 0.005%
Account minimum: $500,000 Minimum fee: $2,500 annually minimum fee for direct private clients Fee-only: Annual fee-only basis for investment management services
Most active in
Silverleaf Investment Group, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")