Winter Park, FL Office

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.