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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BANYAN CAPITAL MANAGEMENT, INC.

CRD 108123

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:28a5c84a-6860-e613-6a20-9a42d82c2776

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 5
On other graphs: 0
Observed: Feb 29, 2012 to Feb 19, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.94 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $282MItem 5.F on the latest filing (2026-02-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $282M
Private client RAUM: $265MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $141Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 334
Individual clients: 78
High net worth clients: 59
SEC number: 801-113220
CIK: 846600
CRD: 108123
Filings on the tape: 24
First filed: Feb 29, 2012
Latest filed: Feb 19, 2026
Organised: Corporation, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Drew Douglas Estes	n/a	ATLANTA, GA	10	10	n/a	no
WILLIAM Albert KNORR	n/a	ATLANTA, GA	2	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Estes, Drew, Douglas	Partner	E	yes	01/2019	Feb 21, 2019	Jul 2, 2024
Estes, Drew, Douglas	PRESIDENT/CCO	Na	yes	01/2023	Feb 21, 2019	Jul 2, 2024
REDGATE PARTNERS LLC	Owner	E	yes	01/2019	Feb 21, 2019	Jul 2, 2024
Beaton, Charlene, Elaine	DIRECTOR OF OPERATIONS	Na	no	01/2023	Mar 7, 2023	Jul 2, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 9 of 10

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 19, 2026	$282M	$282M	3	2	0	n/a	n/a
2024	Mar 17, 2025	$220M	$220M	3	2	0	n/a	n/a
2023	Mar 4, 2024	$200M	$200M	2	1	0	n/a	n/a
2022	Mar 7, 2023	$170M	$170M	2	1	0	n/a	n/a
2021	Mar 21, 2022	$201M	$201M	4	2	0	n/a	n/a
2020	Mar 21, 2021	$157M	$157M	4	2	0	n/a	n/a
2019	Mar 11, 2020	$138M	$138M	3	3	0	n/a	n/a
2018	Feb 21, 2019	$106M	$106M	4	2	0	n/a	n/a
2011	May 2, 2012	$54.3M	$54.3M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$282M	$220M	27.9%	$170M	18.4%	3	3	0	0

Relationships

Registered with (3)

← WILLIAM Albert KNORRAdvisorregistration: current employment
Aug 22, 2024 to presentfactForm ADV
← Drew Douglas EstesAdvisorregistration: current employment
Sep 2, 2016 to presentfactForm ADV
← DOUGLAS ERNEST OTTAdvisorregistration: previous registration
May 17, 2012 to Mar 22, 2013factForm ADV

Controls (2)

← Estes, Drew, DouglasOwnerPARTNER, ownership code E, individual
Feb 21, 2019 to Jul 2, 2024factForm ADV
← REDGATE PARTNERS LLCOwnerOWNER, ownership code E, domestic entity
Feb 21, 2019 to Jul 2, 2024factForm ADV

Owns (1)

← Beaton, Charlene, ElaineOwnerDIRECTOR OF OPERATIONS, ownership code NA, individual
Mar 7, 2023 to Jul 2, 2024factForm ADV

Dated events

Occurred
Mar 7, 2023
Control person left
M Malek Nabulsi (Chief Compliance Officer) no longer on Schedule A of Banyan Capital Management, Inc. (listed 2022-06-29, absent 2023-03-07)
Form ADVobserved 4 days ago
Occurred
Feb 21, 2019
Control person left
Lynn Gary Watkins (President/Chief Compliance Officer) no longer on Schedule A of Banyan Capital Management, Inc. (listed 2019-01-29, absent 2019-02-21)
Form ADVobserved 4 days ago
Occurred
Feb 21, 2019
Control person joined
M Malek Nabulsi (Chief Compliance Officer) appeared on Schedule A of Banyan Capital Management, Inc.
Form ADVobserved 4 days ago
Occurred
Feb 21, 2019
Control person joined
Douglas Drew Estes (Partner) appeared on Schedule A of Banyan Capital Management, Inc.
Form ADVobserved 4 days ago
Occurred
Apr 13, 2018
First Form ADV filing
Banyan Capital Management Inc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:28a5c84a-6860-e613-6a20-9a42d82c2776
First observed: Feb 29, 2012
Last observed: Feb 19, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BANYAN CAPITAL MANAGEMENT, INC.

CRD 108123

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:28a5c84a-6860-e613-6a20-9a42d82c2776

Data as of Feb 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:05 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Drew Douglas Estes

n/a

ATLANTA, GA

n/a

WILLIAM Albert KNORR

n/a

ATLANTA, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Estes, Drew, Douglas

Partner

yes

01/2019

Feb 21, 2019

Jul 2, 2024

Estes, Drew, Douglas

PRESIDENT/CCO

yes

01/2023

Feb 21, 2019

Jul 2, 2024

REDGATE PARTNERS LLC

Owner

yes

01/2019

Feb 21, 2019

Jul 2, 2024

Beaton, Charlene, Elaine

DIRECTOR OF OPERATIONS

01/2023

Mar 7, 2023

Jul 2, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$282M

n/a

2024

Mar 17, 2025

$220M

n/a

2023

Mar 4, 2024

$200M

n/a

2022

Mar 7, 2023

$170M

n/a

2021

Mar 21, 2022

$201M

n/a

2020

Mar 21, 2021

$157M

n/a

2019

Mar 11, 2020

$138M

n/a

2018

Feb 21, 2019

$106M

n/a

2011

May 2, 2012

$54.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$282M

$220M

27.9%

$170M

18.4%