AVIANCE CAPITAL PARTNERS LLC
CRD #146597 SEC #801-68979 NAPLES, FL 239-598-4747
SEC Registered Disclosures
Total AUM
$971M
Discretionary
$967.1M
Employees
9
Clients
51
Accounts
968
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $971M | $967.1M | $3.9M | 9 | 2 |
| Aug 2025 | $971M | $967.1M | $3.9M | 9 | 2 |
| Mar 2025 | $971M | $967.1M | $3.9M | 9 | 2 |
| Jun 2024 | $632.3M | $628.6M | $3.7M | 8 | 2 |
| Mar 2024 | $632.3M | $628.6M | $3.7M | 8 | 2 |
| Jul 2023 | $605.5M | $602.1M | $3.4M | 10 | 1 |
| May 2023 | $605.5M | $602.1M | $3.4M | 10 | 1 |
| Mar 2023 | $605.5M | $602.1M | $3.4M | 10 | 1 |
| Nov 2022 | $652.5M | $652.1M | $464.2K | 9 | 0 |
| Sep 2022 | $652.5M | $652.1M | $464.2K | 9 | 0 |
| May 2022 | $652.5M | $652.1M | $464.2K | 9 | 0 |
| Apr 2022 | $652.5M | $652.1M | $464.2K | 9 | 0 |
| Apr 2022 | $652.5M | $652.1M | $464.2K | 9 | 0 |
| Mar 2022 | $652.5M | $652.1M | $464.2K | 9 | 0 |
| Dec 2021 | $557.9M | $557.5M | $390K | 8 | 0 |
| Sep 2021 | $557.9M | $557.5M | $390K | 8 | 0 |
| Sep 2021 | $557.9M | $557.5M | $390K | 8 | 0 |
| Jul 2021 | $557.9M | $557.5M | $390K | 8 | 0 |
| Mar 2021 | $557.9M | $557.5M | $390K | 8 | 0 |
| Mar 2021 | $557.9M | $557.5M | $390K | 8 | 0 |
| Nov 2020 | $594.8M | $565M | $29.8M | 8 | 0 |
| Jun 2020 | $594.8M | $565M | $29.8M | 8 | 0 |
| Mar 2020 | $594.8M | $565M | $29.8M | 8 | 0 |
| Nov 2019 | $482.9M | $464.6M | $18.3M | 8 | 0 |
| Jun 2019 | $482.9M | $464.6M | $18.3M | 8 | 0 |
| Mar 2019 | $482.9M | $464.6M | $18.3M | 8 | 0 |
| Dec 2018 | $492.6M | $489.4M | $3.2M | 8 | 0 |
| Mar 2018 | $492.6M | $489.4M | $3.2M | 8 | 0 |
| Sep 2017 | $462.2M | $459.1M | $3.2M | 6 | 200 |
| Jul 2017 | $468.3M | $465.8M | $2.4M | 8 | 200 |
| Mar 2017 | $468.3M | $465.8M | $2.4M | 8 | 200 |
| Nov 2016 | $476.6M | $472.6M | $4M | 8 | 200 |
| Jul 2016 | $476.6M | $472.6M | $4M | 8 | 200 |
| Apr 2016 | $476.6M | $472.6M | $4M | 8 | 200 |
| Mar 2016 | $476.6M | $472.6M | $4M | 8 | 200 |
| Mar 2016 | $455.9M | $451.7M | $4.1M | 7 | 200 |
| Dec 2015 | $455.9M | $451.7M | $4.1M | 7 | 200 |
| Nov 2015 | $455.9M | $451.7M | $4.1M | 7 | 200 |
| Sep 2015 | $455.9M | $451.7M | $4.1M | 7 | 200 |
| Mar 2015 | $455.9M | $451.7M | $4.1M | 7 | 200 |
| Mar 2015 | $455.9M | $451.7M | $4.1M | 7 | 200 |
| Jan 2015 | $417.6M | $396.3M | $21.3M | 7 | 200 |
| Sep 2014 | $417.6M | $396.3M | $21.3M | 7 | 200 |
| Jun 2014 | $417.6M | $396.3M | $21.3M | 7 | 200 |
| Apr 2014 | $417.6M | $396.3M | $21.3M | 7 | 200 |
| Mar 2014 | $417.6M | $396.3M | $21.3M | 7 | 200 |
| Oct 2013 | $330.5M | $326.8M | $3.6M | 8 | 200 |
| Sep 2013 | $330.5M | $326.8M | $3.6M | 8 | 200 |
| Sep 2013 | $330.5M | $326.8M | $3.6M | 8 | 200 |
| Mar 2013 | $330.5M | $326.8M | $3.6M | 8 | 200 |
| Mar 2012 | $250.5M | $233.9M | $16.6M | 1 | 200 |
| Dec 2011 | $170.8M | $161.9M | $8.9M | 1 | 101 |
| Nov 2011 | $170.8M | $161.9M | $8.9M | 1 | 101 |
| Mar 2011 | $170.8M | $161.9M | $8.9M | 5 | -- |
| Mar 2009 | $121M | $120M | $1M | 5 | -- |
| Mar 2008 | $0 | $0 | $0 | 5 | -- |
| Mar 2008 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$971M
Discretionary$967.1M
Non-Disc.$3.9M
Employees9
Clients2
DateAug 2025
Total AUM$971M
Discretionary$967.1M
Non-Disc.$3.9M
Employees9
Clients2
DateMar 2025
Total AUM$971M
Discretionary$967.1M
Non-Disc.$3.9M
Employees9
Clients2
DateJun 2024
Total AUM$632.3M
Discretionary$628.6M
Non-Disc.$3.7M
Employees8
Clients2
DateMar 2024
Total AUM$632.3M
Discretionary$628.6M
Non-Disc.$3.7M
Employees8
Clients2
DateJul 2023
Total AUM$605.5M
Discretionary$602.1M
Non-Disc.$3.4M
Employees10
Clients1
DateMay 2023
Total AUM$605.5M
Discretionary$602.1M
Non-Disc.$3.4M
Employees10
Clients1
DateMar 2023
Total AUM$605.5M
Discretionary$602.1M
Non-Disc.$3.4M
Employees10
Clients1
DateNov 2022
Total AUM$652.5M
Discretionary$652.1M
Non-Disc.$464.2K
Employees9
Clients0
DateSep 2022
Total AUM$652.5M
Discretionary$652.1M
Non-Disc.$464.2K
Employees9
Clients0
DateMay 2022
Total AUM$652.5M
Discretionary$652.1M
Non-Disc.$464.2K
Employees9
Clients0
DateApr 2022
Total AUM$652.5M
Discretionary$652.1M
Non-Disc.$464.2K
Employees9
Clients0
DateApr 2022
Total AUM$652.5M
Discretionary$652.1M
Non-Disc.$464.2K
Employees9
Clients0
DateMar 2022
Total AUM$652.5M
Discretionary$652.1M
Non-Disc.$464.2K
Employees9
Clients0
DateDec 2021
Total AUM$557.9M
Discretionary$557.5M
Non-Disc.$390K
Employees8
Clients0
DateSep 2021
Total AUM$557.9M
Discretionary$557.5M
Non-Disc.$390K
Employees8
Clients0
DateSep 2021
Total AUM$557.9M
Discretionary$557.5M
Non-Disc.$390K
Employees8
Clients0
DateJul 2021
Total AUM$557.9M
Discretionary$557.5M
Non-Disc.$390K
Employees8
Clients0
DateMar 2021
Total AUM$557.9M
Discretionary$557.5M
Non-Disc.$390K
Employees8
Clients0
DateMar 2021
Total AUM$557.9M
Discretionary$557.5M
Non-Disc.$390K
Employees8
Clients0
DateNov 2020
Total AUM$594.8M
Discretionary$565M
Non-Disc.$29.8M
Employees8
Clients0
DateJun 2020
Total AUM$594.8M
Discretionary$565M
Non-Disc.$29.8M
Employees8
Clients0
DateMar 2020
Total AUM$594.8M
Discretionary$565M
Non-Disc.$29.8M
Employees8
Clients0
DateNov 2019
Total AUM$482.9M
Discretionary$464.6M
Non-Disc.$18.3M
Employees8
Clients0
DateJun 2019
Total AUM$482.9M
Discretionary$464.6M
Non-Disc.$18.3M
Employees8
Clients0
DateMar 2019
Total AUM$482.9M
Discretionary$464.6M
Non-Disc.$18.3M
Employees8
Clients0
DateDec 2018
Total AUM$492.6M
Discretionary$489.4M
Non-Disc.$3.2M
Employees8
Clients0
DateMar 2018
Total AUM$492.6M
Discretionary$489.4M
Non-Disc.$3.2M
Employees8
Clients0
DateSep 2017
Total AUM$462.2M
Discretionary$459.1M
Non-Disc.$3.2M
Employees6
Clients200
DateJul 2017
Total AUM$468.3M
Discretionary$465.8M
Non-Disc.$2.4M
Employees8
Clients200
DateMar 2017
Total AUM$468.3M
Discretionary$465.8M
Non-Disc.$2.4M
Employees8
Clients200
DateNov 2016
Total AUM$476.6M
Discretionary$472.6M
Non-Disc.$4M
Employees8
Clients200
DateJul 2016
Total AUM$476.6M
Discretionary$472.6M
Non-Disc.$4M
Employees8
Clients200
DateApr 2016
Total AUM$476.6M
Discretionary$472.6M
Non-Disc.$4M
Employees8
Clients200
DateMar 2016
Total AUM$476.6M
Discretionary$472.6M
Non-Disc.$4M
Employees8
Clients200
DateMar 2016
Total AUM$455.9M
Discretionary$451.7M
Non-Disc.$4.1M
Employees7
Clients200
DateDec 2015
Total AUM$455.9M
Discretionary$451.7M
Non-Disc.$4.1M
Employees7
Clients200
DateNov 2015
Total AUM$455.9M
Discretionary$451.7M
Non-Disc.$4.1M
Employees7
Clients200
DateSep 2015
Total AUM$455.9M
Discretionary$451.7M
Non-Disc.$4.1M
Employees7
Clients200
DateMar 2015
Total AUM$455.9M
Discretionary$451.7M
Non-Disc.$4.1M
Employees7
Clients200
DateMar 2015
Total AUM$455.9M
Discretionary$451.7M
Non-Disc.$4.1M
Employees7
Clients200
DateJan 2015
Total AUM$417.6M
Discretionary$396.3M
Non-Disc.$21.3M
Employees7
Clients200
DateSep 2014
Total AUM$417.6M
Discretionary$396.3M
Non-Disc.$21.3M
Employees7
Clients200
DateJun 2014
Total AUM$417.6M
Discretionary$396.3M
Non-Disc.$21.3M
Employees7
Clients200
DateApr 2014
Total AUM$417.6M
Discretionary$396.3M
Non-Disc.$21.3M
Employees7
Clients200
DateMar 2014
Total AUM$417.6M
Discretionary$396.3M
Non-Disc.$21.3M
Employees7
Clients200
DateOct 2013
Total AUM$330.5M
Discretionary$326.8M
Non-Disc.$3.6M
Employees8
Clients200
DateSep 2013
Total AUM$330.5M
Discretionary$326.8M
Non-Disc.$3.6M
Employees8
Clients200
DateSep 2013
Total AUM$330.5M
Discretionary$326.8M
Non-Disc.$3.6M
Employees8
Clients200
DateMar 2013
Total AUM$330.5M
Discretionary$326.8M
Non-Disc.$3.6M
Employees8
Clients200
DateMar 2012
Total AUM$250.5M
Discretionary$233.9M
Non-Disc.$16.6M
Employees1
Clients200
DateDec 2011
Total AUM$170.8M
Discretionary$161.9M
Non-Disc.$8.9M
Employees1
Clients101
DateNov 2011
Total AUM$170.8M
Discretionary$161.9M
Non-Disc.$8.9M
Employees1
Clients101
DateMar 2011
Total AUM$170.8M
Discretionary$161.9M
Non-Disc.$8.9M
Employees5
Clients--
DateMar 2009
Total AUM$121M
Discretionary$120M
Non-Disc.$1M
Employees5
Clients--
DateMar 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--