N.A. Silva & Company, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,900,000
Clients
8
Advisors
1
of 1 employees
About
N. A. Silva & Company provides discretionary asset management and financial consulting to individuals, high‑net‑worth clients, and business entities. The firm documents client goals and implements tailored portfolio management alongside business-focused consulting services such as capital structure advice, cash‑flow forecasting, and financial reporting.
Silva’s investment process combines fundamental, technical, charting, cyclical and quantitative analysis to build client‑specific strategies and uses discretionary authority to implement and rebalance portfolios, with periodic reviews and custodian‑issued account statements. The brochure also discloses that Silva may employ derivatives, options and borrowing in managed accounts and discusses related risks and operational practices.
What distinguishes the firm among similar independent advisers is its adoption of performance‑based fee arrangements with explicit high‑water‑mark calculations and published performance examples in the brochure, an uncommon feature for firms of this type. It also explicitly permits the use of margin/borrowing and derivative instruments in separately managed accounts and pairs portfolio management with corporate financial consulting, making its service and fee mix atypical for a recently formed, owner‑managed adviser.
Client services
Expertise
Occupation focus
Fee options
$500 - $15,000 fixed fee for financial consulting services, based on complexity and client needs
up to 2% annually (negotiable)
Up to 20% of any increase over previous year’s high-water mark, charged annually in arrears
Account minimum: $100,000 minimum (may be lowered or waived in certain instances)
Main office
Fort Pierce FL
Advisors at this office
1
Most active in
Florida
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.
Forms ADV
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