AVIANCE CAPITAL PARTNERS LLC

CRD #146597 SEC #801-68979 NAPLES, FL 239-598-4747

SEC Registered Disclosures

Total AUM

$971M

Discretionary

$967.1M

Employees

Clients

Accounts

968

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Florida
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 8, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BERTELSEN, CHRISTIAN, CAMERON	I	OFFICER	NA	Control
BERTELSEN, EDWARD, CHRISTIAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
BERTELSEN, EDWARD, CHRISTIAN	I	CHIEF COMPLIANCE OFFICER	NA	Control
DIXON, MICHAEL, JOHN	I	OFFICER	NA	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER	NA	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	NA	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	NA	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	NA	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER	NA	Control
AVIANCE CAPITAL MANAGEMENT, LLC	DE	MANAGING MEMBER	E	Control
AVIANCE CAPITAL MANAGEMENT, LLC	DE	MANAGING MEMBER	E	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	D	Control
WARD, ORVILLE, DUANE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WARD, ORVILLE, DUANE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WARD, ORVILLE, DUANE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WARD, ORVILLE, DUANE	I	PRESIDENT	D	Control
WARD, ORVILLE, DUANE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
BROWN, JACK, DAVID	I	MEMBER	C	Control
BROWN, JACK, DAVID	I	MEMBER	C	Control
BROWN, JACK, DAVID	I	MEMBER	C	Control
BROWN, JACK, DAVID	I	MEMBER	C	Control
BROWN, JACK, DAVID	I	MEMBER	C	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	C	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	C	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	C	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	C	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	C	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	C	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	C	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	C	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	C	Control
NEEL, JAMES, RICHARD	I	VICE PRESIDENT	C	Control
NEEL, JAMES, RICHARD	I	VICE PRESIDENT	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	VICE PRESIDENT	C	Control
NEEL, JAMES, RICHARD	I	VICE PRESIDENT	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	VICE PRESIDENT	C	Control
NEEL, JAMES, RICHARD	I	VICE PRESIDENT	C	Control
NEEL, JAMES, RICHARD	I	VICE PRESIDENT	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	VICE PRESIDENT	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	VICE PRESIDENT	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MANAGING MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MANAGING MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MANAGING MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MANAGING MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MANAGING MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
NEEL, JAMES, RICHARD	I	MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MANAGING MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MANAGING MEMBER	C	Control
WARD, ORVILLE, DUANE	I	PRESIDENT	C	Control
WARD, ORVILLE, DUANE	I	PRESIDENT	C	Control
WARD, ORVILLE, DUANE	I	PRESIDENT	C	Control
WARD, ORVILLE, DUANE	I	MANAGING MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MANAGING MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MANAGING MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MANAGING MEMBER	C	Control
WARD, ORVILLE, DUANE	I	PRESIDENT	C	Control
WARD, ORVILLE, DUANE	I	MANAGING MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MANAGING MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MANAGING MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MANAGING MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MANAGING MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MEMBER	C	Control
WARD, ORVILLE, DUANE	I	MEMBER	C	Control
BROWN, JACK, DAVID	I	MEMBER	B	Control
BROWN, JACK, DAVID	I	MEMBER	B	Control
BROWN, JACK, DAVID	I	MEMBER	B	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	B	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	B	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	B	Control
BROWN, JACK, DAVID	I	MEMBER	B	Control
BROWN, JACK, DAVID	I	MANAGING MEMBER	B	Control
BROWN, JACK, DAVID	I	MEMBER	B	Control
BROWN, JACK, DAVID	I	MEMBER	B	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	B	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	B	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	B	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	B	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	B	Control
Pike, Jeffrey, Stephen	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	B	Control
BROWN, JACK, DAVID	I	MEMBER	A	Control
BROWN, JACK, DAVID	I	MEMBER	A	Control
BROWN, JACK, DAVID	I	MEMBER	A	Control
BROWN, JACK, DAVID	I	MEMBER	A	Control
BROWN, JACK, DAVID	I	MEMBER	A	Control
BROWN, JACK, DAVID	I	MEMBER	A	Control
BROWN, JACK, DAVID	I	MEMBER	A	Control
BROWN, JACK, DAVID	I	MEMBER	A	Control
BROWN, JACK, DAVID	I	MEMBER	A	Control
BROWN, JACK, DAVID	I	MEMBER	A	Control
CREVI, ALEXANDER, I	I	PORTFOLIO MANAGER	A	Control
CREVI, ALEXANDER, I	I	PORTFOLIO MANAGER	A	Control
CREVI, ALEXANDER, I	I	PORTFOLIO MANAGER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control
PIKE, JEFFREY, STEPHEN	I	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BERTELSEN, EDWARD, CHRISTIAN	I	AVIANCE CAPITAL MANAGEMENT, LLC	F	Control
DIXON, MICHAEL, JOHN	I	AVIANCE CAPITAL MANAGEMENT, LLC	F	Control

Registrations

Federal

Aug 8, 2025 REGISTERED

Notice Filings (26)

AL AZ CA CT DC FL GA IL LA MA MD MI MT NC NE NJ NY OH PA SC TN TX VA VT WI WV

Address

2180 IMMOKALEE ROAD, #301
NAPLES, FL 34110-1407
United States

Phone: 239-598-4747