Silverleafe Capital Partners, LLC logo

Silverleafe Capital Partners, LLC

Updated today

Client assets under management

$449,228,264

Clients

179

49% high-net worth

Advisors

6

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

30

Very Low

Average account size

$2,509,655

About

Silverleafe Capital Partners provides portfolio management, investment consulting and financial planning to individuals and families (including high‑net‑worth clients), as well as trusts, estates, family businesses, charitable and nonprofit organizations, and retirement plans. The firm acts as a continuous investment advisor and can serve as a chief investment officer for family relationships while delivering tailored portfolios and reporting.

The firm’s investment process combines macroeconomic fundamental analysis across 44 developed and emerging global economies with a technical overlay (moving averages, relative strength and MACD) to construct defined portfolios that range from conservative to aggressive. Implementation relies largely on ETFs and individual equities, with explicit use of options and other derivatives in certain strategies, block trading and average price allocations through custodial trading desks, and management of held‑away accounts via Pontera and FutureCapital platforms.

Silverleafe publishes regular written performance reports (including gross‑of‑fees and net‑of‑fees results) and discloses hypothetical or advertised performance in its materials, and it also offers performance‑based fee arrangements to qualified clients subject to high‑water‑mark provisions. The firm’s explicit use of options and other derivatives in separately managed strategies, combined with its held‑away platform access and performance‑fee offerings, distinguishes its mix of services and highlights conflicts the firm discloses and seeks to mitigate through trade aggregation and reporting.

Client services

Financial planning Portfolio management

Expertise

Income planning Retirement income strategy Concentrated stock management Options & derivatives strategies Wealth management

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Negotiated fixed fees or retainers depending on client mandate and engagement.

Percentage

$0 - $10,000,000: 1.00% annually $10,000,001 - $30,000,000: 0.80% annually $30,000,001 - $50,000,000: 0.60% annually $50,000,001 - >$50,000,000: Negotiated

Performance-based

For qualified clients, 0.50% base fee plus 10% of annual cumulative net profit (billed annually) or 0.75% base fee plus 10% of quarterly cumulative net profit (billed quarterly), payable only if profit exceeds high water mark.

Other

Account minimum: $2,000,000 Minimum fee: $20,000 minimum annual fee Fee-only: Fees are paid directly by clients; no commissions accepted.

Main office location

Silverleafe Capital Partners, LLC

6815 Poplar Avenue, Suite 205

Germantown TN 38138, United States

Number of offices

1

Most active in

Arkansas · Florida · Louisiana · Mississippi · Tennessee · 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

James C

CFP®, Series 66

Germantown, TN

Silverleafe Capital Partners, LLC

James Cousins is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Silverleafe Capital Partners, LLC since 2011. Silverleafe Capital Partners provides portfolio management, investment consulting, and financial planning services to individuals, families, trusts, and various institutions. The firm combines fundamental macroeconomic analysis with technical indicators to guide investment decisions, managing approximately $436 million across discretionary and non-discretionary accounts.

Income planning Retirement income strategy Concentrated stock management Options & derivatives strategies Wealth management Founder/Business Owner Executive
user avatar

Margaret P

Series 65

Germantown, TN

Silverleafe Capital Partners, LLC

Margaret Patterson is a financial advisor at Silverleafe Capital Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Elevate Credit and BNSF Railway before joining Silverleafe. Patterson also completed a full-time MBA program at Southern Methodist University. Silverleafe Capital Partners, LLC provides portfolio management, investment consulting, and financial planning services to individuals, families, trusts, and various institutions. The firm combines fundamental macroeconomic analysis with technical indicators to guide investment decisions, primarily using ETFs, individual equities, and derivatives.

Income planning Retirement income strategy Concentrated stock management Options & derivatives strategies Wealth management Founder/Business Owner Executive
user avatar

Broc K

CFP®, Series 66

Germantown, TN

Silverleafe Capital Partners, LLC

Broc Kreitz is a CFP® and holds a Series 66 license with 27 years of industry experience. He has worked at Silverleafe Capital Partners, LLC since 2017 and previously spent six years at Fidelity Investments. Silverleafe Capital Partners, LLC provides portfolio management, investment consulting, and financial planning to individuals, families, trusts, and various institutions. The firm combines fundamental macroeconomic analysis with technical indicators to guide investment decisions, primarily using ETFs, individual equities, and derivatives.

Income planning Retirement income strategy Concentrated stock management Options & derivatives strategies Wealth management Founder/Business Owner Executive
user avatar

Blaine T

Series 66

Germantown, TN

Silverleafe Capital Partners, LLC

Blaine Tierney is a financial advisor at Silverleafe Capital Partners, LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of finance, Tierney has experience in entertainment and entrepreneurial ventures, including roles at Turnipblood Entertainment and FAT Music Productions, LLC. Silverleafe Capital Partners provides portfolio management, investment consulting, and financial planning to individuals, families, trusts, and various institutions. The firm combines fundamental macroeconomic analysis with technical indicators to guide investment decisions, primarily utilizing ETFs, individual equities, and derivatives.

Income planning Retirement income strategy Concentrated stock management Options & derivatives strategies Wealth management Founder/Business Owner Executive
user avatar

John R

CFA®

Germantown, TN

Silverleafe Capital Partners, LLC

John Russell is a CFA® charterholder with 16 years of industry experience. He has been with Union Planters Investment Advisors, Inc. since 2002 and currently works at Silverleafe Capital Partners, LLC, a team-based firm located in Germantown, TN. Silverleafe Capital Partners provides portfolio management, investment consulting, and financial planning services to individuals, families, trusts, and various institutions. The firm combines fundamental macroeconomic analysis with technical indicators to guide investment decisions and manages approximately $436 million across discretionary and non-discretionary accounts.

Income planning Retirement income strategy Concentrated stock management Options & derivatives strategies Wealth management Founder/Business Owner Executive
user avatar

Richard E

Series 65

Germantown, TN

Silverleafe Capital Partners, LLC

Richard Eskrigge is a financial advisor at Silverleafe Capital Partners, LLC with three years of industry experience. He holds a Series 65 credential and previously worked at Buckingham Strategic Wealth, LLC and FORVIS, LLP. His background also includes five years at the University of Mississippi and five years at Jackson Preparatory School. Silverleafe Capital Partners, LLC provides portfolio management, investment consulting, and financial planning services to individuals, families, trusts, and various institutions. The firm combines fundamental macroeconomic analysis with technical indicators to guide investment decisions and manages approximately $436 million across discretionary and non-discretionary accounts.

Income planning Retirement income strategy Concentrated stock management Options & derivatives strategies Wealth management Founder/Business Owner Executive
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