Silvis Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,809,920
Total clients
49
18% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
49
Average account size
$751,223
About
Silvis Financial provides investment management, wealth management, and financial planning primarily for individual and high‑net‑worth clients, and also offers retirement plan consulting to employer plan sponsors. The firm supplements advisory work with educational seminars and may recommend third‑party professionals for specialized matters.
Operating as a fee‑only fiduciary, Silvis typically manages client accounts on a discretionary basis and applies a blend of passive and active strategies informed by Modern Portfolio Theory, fundamental, technical, cyclical, and quantitative analysis. The firm routinely uses model portfolios and tax‑management tools through Altruist’s Model Marketplace and Schwab’s Model Market Center, and may employ outside managers and ESG/screening approaches to implement customized allocations.
Noteworthy differences from many peers include the explicit integration of fee‑based annuities into its long‑term planning process on a fee‑only basis and the firm’s use of third‑party model‑marketplace platforms and tax tools despite a small advisory team. The firm’s principal holds CFP® certification plus specialized credentials in exit planning and faith‑based advising, and the brochure discloses custodial practices such as standing letters of authorization and direct custodial fee deduction.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business sale tax planning
Occupation focus
Founder/Business Owner
Executive
Fee options
Wealth Management flat fee of $15,000 for accounts $1,500,000 and up; Financial Planning ongoing fixed fees $3,000 to $15,000 quarterly; initial fee up to $5,000; Educational seminars $0 to $15,000 per seminar or $0 to $300 per participant
$500,000 - $1,499,999: 1.00% $1,500,000+: $15,000 (flat fee)
$350 per hour for project-based financial planning
Ongoing Financial Planning recurring fixed fees paid quarterly in advance, ranging from $3,000 to $15,000
Account minimum: $500,000 Fee-only: Fee-only firm; compensated solely by clients for advisory services, no commissions
Main office location
Silvis Financial
3540 Toringdon Way, Ste 200
Charlotte NC 28277, United States
Number of offices
2
Most active in
Silvis Financial has reported serving >5 clients in these states in the last 12 months.
Louisiana · North Carolina · Texas · Virginia
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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