Silverleaf Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Silverleafe Capital Partners provides portfolio management, investment consulting and financial planning to individuals and families (including high‑net‑worth clients), as well as trusts, estates, family businesses, charitable and nonprofit organizations, and retirement plans. The firm acts as a continuous investment advisor and can serve as a chief investment officer for family relationships while delivering tailored portfolios and reporting.
The firm’s investment process combines macroeconomic fundamental analysis across 44 developed and emerging global economies with a technical overlay (moving averages, relative strength and MACD) to construct defined portfolios that range from conservative to aggressive. Implementation relies largely on ETFs and individual equities, with explicit use of options and other derivatives in certain strategies, block trading and average price allocations through custodial trading desks, and management of held‑away accounts via Pontera and FutureCapital platforms.
Silverleafe publishes regular written performance reports (including gross‑of‑fees and net‑of‑fees results) and discloses hypothetical or advertised performance in its materials, and it also offers performance‑based fee arrangements to qualified clients subject to high‑water‑mark provisions. The firm’s explicit use of options and other derivatives in separately managed strategies, combined with its held‑away platform access and performance‑fee offerings, distinguishes its mix of services and highlights conflicts the firm discloses and seeks to mitigate through trade aggregation and reporting.
Client services
Expertise
Occupation focus
Fee options
Negotiated fixed fees or retainers depending on client mandate and engagement.
$0 - $10,000,000: 1.00% annually $10,000,001 - $30,000,000: 0.80% annually $30,000,001 - $50,000,000: 0.60% annually $50,000,001 - >$50,000,000: Negotiated
For qualified clients, 0.50% base fee plus 10% of annual cumulative net profit (billed annually) or 0.75% base fee plus 10% of quarterly cumulative net profit (billed quarterly), payable only if profit exceeds high water mark.
Account minimum: $2,000,000 Minimum fee: $20,000 minimum annual fee Fee-only: Fees are paid directly by clients; no commissions accepted.
Main office
6815 Poplar Avenue, Suite 205
Germantown TN 38138
Advisors at this office
6
Most active in
Arkansas · Florida · Louisiana · Mississippi · Tennessee · Texas
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
James C
CFP®, Series 66
Germantown, TN
Silverleaf Capital Partners, LLC
James Cousins is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Silverleafe Capital Partners, LLC since 2011. Silverleafe Capital Partners provides portfolio management, investment consulting, and financial planning services to individuals, families, trusts, and various institutions. The firm combines fundamental macroeconomic analysis with technical indicators to guide investment decisions, managing approximately $436 million across discretionary and non-discretionary accounts.
Margaret P
Series 65
Germantown, TN
Silverleaf Capital Partners, LLC
Margaret Patterson is a financial advisor at Silverleafe Capital Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Elevate Credit and BNSF Railway before joining Silverleafe. Patterson also completed a full-time MBA program at Southern Methodist University. Silverleafe Capital Partners, LLC provides portfolio management, investment consulting, and financial planning services to individuals, families, trusts, and various institutions. The firm combines fundamental macroeconomic analysis with technical indicators to guide investment decisions, primarily using ETFs, individual equities, and derivatives.
Broc K
CFP®, Series 66
Germantown, TN
Silverleaf Capital Partners, LLC
Broc Kreitz is a CFP® and holds a Series 66 license with 27 years of industry experience. He has worked at Silverleafe Capital Partners, LLC since 2017 and previously spent six years at Fidelity Investments. Silverleafe Capital Partners, LLC provides portfolio management, investment consulting, and financial planning to individuals, families, trusts, and various institutions. The firm combines fundamental macroeconomic analysis with technical indicators to guide investment decisions, primarily using ETFs, individual equities, and derivatives.
Blaine T
Series 66
Germantown, TN
Silverleaf Capital Partners, LLC
Blaine Tierney is a financial advisor at Silverleafe Capital Partners, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of finance, he has experience with entertainment and production companies including Turnipblood Entertainment and FAT Music Productions, LLC. Silverleafe Capital Partners provides portfolio management, investment consulting, and financial planning to individuals, families, trusts, estates, family businesses, charitable organizations, and retirement plans. The firm combines macroeconomic fundamental analysis and technical indicators to construct tailored portfolios, utilizing ETFs, individual equities, options, derivatives, and held-away account management.
John R
CFA®
Germantown, TN
Silverleaf Capital Partners, LLC
John Russell is a CFA® charterholder with 16 years of industry experience. He is currently affiliated with Silverleaf Capital Partners, LLC and previously worked at Union Planters Investment Advisors, Inc. from 2002 to 2004. Silverleaf Capital Partners provides portfolio management, investment consulting, and financial planning to individuals, families, trusts, estates, family businesses, charitable and nonprofit organizations, and retirement plans. The firm combines macroeconomic fundamental analysis with technical overlays to construct tailored portfolios, utilizing ETFs, individual equities, options, and derivatives in certain strategies.
Richard E
Series 65
Germantown, TN
Silverleaf Capital Partners, LLC
Richard Eskrigge is a financial advisor at Silverleafe Capital Partners, LLC with a Series 65 credential and three years of industry experience. His work history includes positions at Buckingham Strategic Wealth, Forvis, LLP, and the University of Mississippi. Silverleafe Capital Partners provides portfolio management, investment consulting, and financial planning services to individuals, families, trusts, estates, family businesses, charitable organizations, and retirement plans. The firm employs a combined macroeconomic fundamental and technical analysis investment process, utilizing ETFs, individual equities, options, and derivatives to construct portfolios tailored from conservative to aggressive.
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