Banyan Asset Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Banyan Asset Management provides fee‑only investment advisory and discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm offers limited consultation on non‑investment matters and may recommend outside professionals for implementation, but it does not hold itself out as providing comprehensive financial, tax, or legal planning.
The firm’s investment process blends fundamental, technical, charting, and cyclical analysis and implements long‑term, short‑term, and trading strategies across individual equities, mutual funds, and cash. Notably, Banyan uses derivatives in separately managed accounts—primarily selling covered call options and occasionally buying options for hedging—which is a relatively uncommon practice among independent firms and can be restricted by clients in writing.
Operating with roughly $27 million in discretionary assets and a small client base, the firm emphasizes direct oversight by its principal, who holds the CFA designation. Banyan does not vote client proxies (clients retain voting authority) and generally recommends a single custodian for execution while disclosing receipt of non‑monetary support services from that custodian.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.0% Over $2,000,000+: 0.8%
Account minimum: $2,000 annual minimum per household Minimum fee: $2,000 annual minimum per household (may be waived or reduced at discretion) Fee-only: Fee only; no commissions or other compensation accepted
Main office
1585 Pine Ridge Road, Suite 2
Naples FL 34109
Advisors at this office
1
Most active in
Florida · Michigan
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.
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