Banyan Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$265,001,550
Clients
137
Advisors
2
of 3 employees
About
Banyan Capital Management provides discretionary investment management to individuals, trusts, estates, and retirement plans, and offers tailored portfolio supervision for balanced and fixed‑income needs. The firm primarily invests in publicly traded equities and may use mutual funds to provide specialized or multi‑sector exposure.
The firm follows a value‑oriented, fundamental analysis approach with a long time horizon, seeking to buy businesses trading at a discount to Banyan’s estimate of intrinsic value and generally holding concentrated portfolios (typically 15–20 stocks) with low turnover. Banyan documents portfolio activity and performance on a quarterly basis, comparing returns to benchmarks such as the S&P 500 and other relevant indexes.
Compared with many peers, Banyan discloses and communicates performance results more prominently — including use of predecessor or historical performance in its materials — and works with a mix of client types that includes institutional accounts such as pension plans and insurance company clients. The firm also uses borrowing tools in managed accounts (including margin and Securities Backed Lines of Credit), discloses the associated risks and conflicts of interest, and states that outstanding margin balances may be included in assets under management.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.000% $1,000,001 - $3,000,000: 0.750% $3,000,001 - $10,000,000: 0.625% $10,000,001+: 0.500%
Account minimum: $1,000,000
Main office
2100 Riveredge Parkway, Suite 1030
Atlanta GA 30328
Advisors at this office
2
Most active in
Alabama · Florida · Georgia · Louisiana · Mississippi · Nebraska · North Carolina · South Carolina · Texas
Also doing business as
Banyan Capital Management Inc · Banyan Capital Management, Inc.
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
Drew E
Series 65
Atlanta, GA
Banyan Capital Management, Inc.
Drew Estes is a financial advisor at Banyan Capital Management, Inc. in Atlanta, GA, holding a Series 65 designation with 10 years of industry experience, all with Banyan since 2016. He also teaches continuing professional education courses for the Georgia Society of CPAs. Banyan Capital Management provides discretionary investment management services to individuals, trusts, estates, and retirement plans, focusing on value-oriented, fundamental analysis with a long-term investment horizon. The firm manages concentrated portfolios primarily in publicly traded equities and communicates performance results regularly, serving a mix of individual and institutional clients.
William K
Series 65
Atlanta, GA
Banyan Capital Management, Inc.
William Knorr is a financial advisor at Banyan Capital Management, Inc. with a Series 65 designation and two years of industry experience. He previously worked at SMBC Nikko Securities America, Inc., Wells Fargo Securities LLC, Credit Suisse Group AG, Hire Counsel, and Fidelity National Title Group, Inc. before joining Banyan Capital Management. Banyan Capital Management provides discretionary investment management for individuals, trusts, estates, and retirement plans, focusing on value-oriented fundamental analysis with a long-term investment horizon. The firm manages concentrated portfolios primarily invested in publicly traded equities and offers detailed quarterly performance reporting compared to relevant benchmarks.
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