A complete list of active advisors currently associated with Aviance Capital Partners LLC
Warmer can help you find a great advisor at Aviance Capital Partners LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Aviance Capital Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Aviance Capital Partners LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Winter Park, FL
| 14
| |
Naples, FL
| 20
| |
Naples, FL
| 20
| |
Naples, FL
| 8
| |
Naples, FL
| 20
| |
Naples, FL
| 27
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)