Aviance Capital Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aviance Capital Partners provides discretionary and non‑discretionary investment advisory services to individuals, high net worth clients, trusts, estates, pension and profit‑sharing plans, and corporate entities. The firm delivers portfolio management across tailored strategies and ancillary financial planning, and generally prefers to work with clients who have at least $500,000 designated for management.
The firm implements portfolios using internal research and allocates among equities, fixed income, mutual funds, closed‑end funds and ETFs across named strategies such as Disciplined Growth, Disciplined Value, Dividend Plus, Enhanced Income, Global, Core Plus Fixed Income and Traditional Bond Portfolios. Aviance’s Form ADV also discloses use of structured products and limited derivatives activity—primarily covered calls or option hedges for concentrated positions—and the management of variable annuity subaccounts as components of client portfolios, with related risks described in the brochure.
Aviance’s regulatory disclosures highlight several operational features that are less common among peers: it participates in the Lockwood Investment Strategies wrap fee program, receives institutional services and other economic benefits from Charles Schwab and Fidelity, and participates in Schwab’s referral program (including associated participation and non‑custody fee arrangements). The brochure explicitly describes potential conflicts and mitigation practices related to these arrangements, as well as the firm’s handling of rollovers, insurance‑product relationships, and the risks of structured and derivative instruments.
Client services
Expertise
Fee options
Financial planning and consulting fees negotiable, generally ranging from $1,500 to $10,000, depending on complexity.
$0 - $3,000,000: 1.00% annually $3,000,001 - $10,000,000: 0.85% annually $10,000,001+: 0.75% annually
Account minimum: $500,000
Main office
See office2180 Immokalee Road, #301
Naples FL 34110-1407
Advisors at this office
5
Offices (2)
Most active in
Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Massachusetts · Michigan · Montana · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Vermont · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Michael C
CFA®, Series 63
Naples, FL
Aviance Capital Partners LLC
Michael Chapman is a CFA® charterholder with eight years of industry experience, currently serving as a partner at Aviance Capital Partners LLC since 2018. He is also the managing director of Kinderburk, LLC, a property management and business administration firm. Aviance Capital Partners provides discretionary and non-discretionary investment advisory services to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and corporate entities. The firm offers portfolio management across tailored strategies using internal research and a range of investment vehicles, including equities, fixed income, mutual funds, and ETFs.
Paula J
Series 63, Series 66
Naples, FL
Aviance Capital Partners LLC
Paula Jewell is a financial advisor at Aviance Capital Partners LLC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Capital Wealth Planning, LLC and Morgan Stanley in various capacities. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services along with stand-alone financial planning and consulting. The firm constructs portfolios using multiple named strategies and tailors allocations based on internal research and client-specific objectives.
Francisco A
CFP®, CFA®, Series 63, Series 66
Winter Park, FL
Aviance Capital Partners LLC
Francisco Aguilera is a CFP® and CFA® with 13 years of industry experience. He is currently with Aviance Capital Partners LLC and previously worked at Fidelity Investments from 2015 to 2024. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities, offering discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm manages portfolios using multiple strategies tailored to client objectives and employs a variety of investment vehicles including equities, bonds, mutual funds, ETFs, and structured products.
Alexander C
Series 66
Naples, FL
Aviance Capital Partners LLC
Alexander Crevi is a financial advisor with Aviance Capital Partners LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Corient, Segall Bryant & Hamill, and Rothschild Investment Corp. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services along with financial planning and consulting. The firm constructs portfolios using multiple named strategies and internal research tailored to client objectives, investing across equities, bonds, mutual funds, ETFs, and structured products.
John C
Series 63, Series 66
Naples, FL
Aviance Capital Partners LLC
John Campbell is a financial advisor at Aviance Capital Partners LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Breiter Capital Management, Platinum Wealth Partners, and Capitalrock Investments. Campbell has been with Aviance since 2017. Aviance Capital Partners serves individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities by providing discretionary and non-discretionary investment advisory services as well as standalone financial planning and consulting. The firm employs multiple portfolio strategies tailored to client objectives and incorporates internal research and periodic reviews in its investment approach.
Jack B
CFA®, Series 63
Naples, FL
Aviance Capital Partners LLC
Jack Brown is a CFA® charterholder with 20 years of industry experience. He has been with Aviance Capital Partners LLC since 2011. Brown serves as an adjunct economics professor at Florida Gulf Coast University, a role he will begin in early 2025. Aviance Capital Partners provides discretionary and non-discretionary investment advisory services, financial planning, and consulting to individuals, high net worth clients, trusts, estates, pension and profit-sharing plans, and other business entities. The firm employs multiple investment strategies and uses internal research and client-specific objectives to tailor portfolios across various asset types.
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