Silverleafe Capital Partners, LLC

Silverleafe Capital Partners, LLC (CRD# 133174) is a financial advisory firm headquartered in Memphis, TN. They manage $191,434,054 in 290 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    191
    MILLION
  • Total Number of Accounts
    290
    ACCOUNTS
  • Average Account Value
    $660,117
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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.

AR, MS, TN, TX

Financial Advisors at Silverleafe Capital Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James M. Cousins
CRD#: 4543324
6070 Poplar Avenue, Suite 725, Memphis, TN 38119
96
Wealthminder
score

James Cousins (CRD# 4543324) is an Investment Advisor Representative working at Silverleafe Capital Partners, LLC in Memphis, TN and has over 12 years of experience in the finance industry. James Cousins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William D. Patterson
CRD#: 2308730
6070 Poplar Avenue, Suite 725, Memphis, TN 38119
93
Wealthminder
score

William Patterson (CRD# 2308730) is an Investment Advisor Representative working at Silverleafe Capital Partners, LLC in Memphis, TN and has over 25 years of experience in the finance industry.

3
Bo B. Rhea
CRD#: 4553620
6070 Poplar Avenue, Suite 725, Memphis, TN 38119
93
Wealthminder
score

Bo Rhea (CRD# 4553620) is an Investment Advisor Representative working at Silverleafe Capital Partners, LLC in Memphis, TN and has over 10 years of experience in the finance industry.

4
John B. Russell
CRD#: 4759901
6070 Poplar Avenue, Suite 725, Memphis, TN 38119
90
Wealthminder
score

John Russell (CRD# 4759901) is an Investment Advisor Representative working at Silverleafe Capital Partners, LLC in Memphis, TN and has 1 year of experience in the finance industry.

5
Broc P. Kreitz
CRD#: 2960353
6070 Poplar Avenue, Suite 725, Memphis, TN 38119
86
Wealthminder
score

Broc Kreitz (CRD# 2960353) is an Investment Advisor Representative working at Silverleafe Capital Partners, LLC in Memphis, TN and has over 19 years of experience in the finance industry. Broc Kreitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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