Aviance Capital Partners LLC

Aviance Capital Partners LLC (CRD# 146597) is a financial advisory firm headquartered in Naples, FL. They manage $476,604,831 in 475 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    477
    MILLION
  • Total Number of Accounts
    475
    ACCOUNTS
  • Average Account Value
    $1,003,379
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, FL, GA, IL, MA, MD, MI, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA, WI

Financial Advisors at Aviance Capital Partners LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jack D. Brown
CRD#: 2457091
2180 Immokalee Road, #301, Naples, FL 34110
96
Wealthminder
score

Jack Brown (CRD# 2457091) is an Investment Advisor Representative working at Aviance Capital Partners LLC in Naples, FL and has over 17 years of experience in the finance industry.

2
James R. Neel
CRD#: 1972022
2180 Immokalee Road #301, Naples, FL 34110
96
Wealthminder
score

James Neel (CRD# 1972022) is an Investment Advisor Representative working at Aviance Capital Partners LLC in Naples, FL and has over 20 years of experience in the finance industry.

3
Erin K. Megan
CRD#: 4721961
2180 Immokalee Road, #301, Naples, FL 34110
93
Wealthminder
score

Erin Megan (CRD# 4721961) is an Investment Advisor Representative working at Aviance Capital Partners LLC in Naples, FL and has over 12 years of experience in the finance industry.

4
Lynn R. Petkus
CRD#: 1649018
2180 Immokalee Road, #301, Naples, FL 34110
93
Wealthminder
score

Lynn Petkus (CRD# 1649018) is an Investment Advisor Representative working at Aviance Capital Partners LLC in Naples, FL and has over 23 years of experience in the finance industry.

5
Orville D. Ward
CRD#: 1555999
2180 Immokalee Road # 301, Naples, FL 34110
93
Wealthminder
score

Orville Ward (CRD# 1555999) is an Investment Advisor Representative working at Aviance Capital Partners LLC in Naples, FL and has over 30 years of experience in the finance industry.

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