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Silverleaf Capital Advisors, LLC (Cincinnati)


Silverleaf Capital Advisors, LLC is an adviser based in Cincinnati. It manages $5.1 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Ohio.

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Silverleaf Capital Advisors provides portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Silverleaf Capital Advisors: assets under management

The assets under management (AUM) of Silverleaf Capital Advisors, LLC is $5.1 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.55 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Silverleaf Capital Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
John W. O'brien Gift Trust I Trust 1 Jan 2009 75% - 100% 32-4449397
John W O'brien Trustee 1 Jan 2009 Other 5264248
John William O'brien Trustee 1 Jan 2009 Other 5264248

Based in Cincinnati

The principal office where Silverleaf Capital Advisors, LLC performs its advisory services is located at 120 East 8 Th Street, Cincinnati, OH 45202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-699-3176 or by fax 513-639-7575. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.silverleafcapitaladvisors.com.


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