Silverleaf Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SilverLeaf Investment Group is a small, goal‑oriented advisory firm that provides investment management and consulting primarily for income‑focused bond portfolios and, to a lesser extent, private equity portfolios. The firm offers services directly to private and institutional clients and acts as a sub‑advisor to other wealth management firms, and its brochure reports about $34 million in assets under management while serving a very small number of clients.
The firm emphasizes customizing investment strategy to a client’s stated goals or mission, with an explicit focus on managing the risks that could impair cash‑flow objectives for income‑oriented portfolios. Implementation generally relies on fundamental and technical analysis, use of taxable and tax‑exempt fixed income securities and ETFs, ongoing monitoring with at least quarterly reviews, and discretionary portfolio authority in client agreements.
Distinctive features in the brochure include the firm’s specialized focus on institutional income portfolios and its willingness to serve as a sub‑advisor or evaluate RFPs and performance for other firms, activities that are less common for firms of this size. The firm also discloses practices that differ from some peers — it does not accept performance‑based fees, it does not exercise proxy‑voting authority for clients, and it reports relying on third‑party compliance resources for oversight.
Client services
Expertise
Fee options
Negotiated fixed annual fee for institutional clients and sub-advisory clients (e.g., $50,000 per year for 25 clients).
$0 - $5,000,000: 0.450% $5,000,001 - $10,000,000: 0.250% $10,000,001 - $15,000,000: 0.125% $15,000,001+: 0.005%
Account minimum: $500,000 Minimum fee: Minimum annual fee of $2,500 Fee-only: Annual fee-only basis for bond investment management services charged monthly in arrears based on a percentage of market value, or negotiated fixed fees for institutional and sub-advisory clients.
Main office
Cincinnati OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Dmr, LLC · Kokomo Wealth Advisors, LLC · Silverleaf Capital Advisors, LLC · Silverleaf Investment Group, LLC
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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