Silverleafe Capital Partners, LLC

Silverleafe Capital Partners, LLC (CRD# 133174) is a financial advisory firm headquartered in Memphis, TN. They manage $326,550,693 in 500 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    327
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $653,101
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
  • 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, FL, 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

James Cousins (CRD# 4543324) is an Investment Advisor Representative working at Silverleafe Capital Partners, LLC in Memphis, TN and has over 16 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
Broc P. Kreitz
CRD#: 2960353
6070 Poplar Avenue, Suite 725, Memphis, TN 38119

Broc Kreitz (CRD# 2960353) is an Investment Advisor Representative working at Silverleafe Capital Partners, LLC in Memphis, TN and has over 22 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.

3
William D. Patterson
CRD#: 2308730
6070 Poplar Avenue, Suite 725, Memphis, TN 38119

William Patterson (CRD# 2308730) is an Investment Advisor Representative working at Silverleafe Capital Partners, LLC in Memphis, TN and has over 28 years of experience in the finance industry.

4
Bo B. Rhea
CRD#: 4553620
6070 Poplar Avenue, Suite 725, Memphis, TN 38119

Bo Rhea (CRD# 4553620) is an Investment Advisor Representative working at Silverleafe Capital Partners, LLC in Memphis, TN and has over 14 years of experience in the finance industry.

5
John B. Russell
CRD#: 4759901
6070 Poplar Avenue, Suite 725, Memphis, TN 38119

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.

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