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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

AVIANCE CAPITAL PARTNERS LLC

CRD 146597

NAPLES, FL

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:6a7e7c92-2767-dea3-0af5-4141ee74ce55

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 7
On other graphs: 0
Observed: Nov 18, 2011 to Sep 3, 2026
55 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-09-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $188Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 974
Individual clients: 162
High net worth clients: 210
Custody, client assets: $513M
SEC number: 801-68979
CIK: 1542383
CRD: 146597
Filings on the tape: 55
First filed: Nov 18, 2011
Latest filed: Sep 3, 2026
Organised: Limited Liability Company, FL

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
JACK DAVID BROWN	Chartered Financial Analyst	NAPLES, FL	14	27	1	no
JOHN JOSEPH CAMPBELL	n/a	NAPLES, FL	8	25	4	no
MICHAEL JOHN CHAPMAN	Chartered Financial Analyst	NAPLES, FL	8	30	n/a	no
PAULA BENGE JEWELL	n/a	NAPLES, FL	3	30	3	no
ALEXANDER I CREVI	n/a	NAPLES, FL	2	20	4	no
FRANCISCO ANTONIO AGUILERA	Certified Financial Planner\|Chartered Financial Analyst	Winter Park, FL \| NAPLES, FL \| LONGWOOD, FL	2	14	2	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
BROWN, JACK, DAVID	MANAGING MEMBER	D	yes	01/2016	Mar 30, 2012	Jun 4, 2024
Pike, Jeffrey, Stephen	CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER	C	yes	02/2012	Mar 30, 2012	Jun 4, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 23, 2026	$1.1B	$1.1B	11	6	1	n/a	n/a
2024	Mar 31, 2025	$971M	$967M	9	6	1	n/a	n/a
2023	Mar 29, 2024	$632M	$629M	8	6	0	n/a	n/a
2022	Mar 31, 2023	$605M	$602M	10	7	3	n/a	n/a
2021	Mar 26, 2022	$653M	$652M	9	9	4	n/a	n/a
2020	Mar 26, 2021	$558M	$557M	8	6	1	n/a	n/a
2019	Mar 30, 2020	$595M	$565M	8	6	1	n/a	n/a
2018	Mar 26, 2019	$483M	$465M	8	6	1	n/a	n/a
2017	Mar 28, 2018	$493M	$489M	8	5	1	n/a	n/a
2016	Mar 30, 2017	$468M	$466M	8	5	n/a	n/a	n/a
2015	Mar 29, 2016	$477M	$473M	8	3	n/a	n/a	n/a
2014	Mar 17, 2015	$456M	$452M	7	3	n/a	n/a	n/a
2013	Mar 28, 2014	$418M	$396M	7	3	n/a	n/a	n/a
2012	Mar 27, 2013	$330M	$327M	8	3	n/a	n/a	n/a
2011	Mar 30, 2012	$251M	$234M	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	3	1

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	$1.1B	$971M	15.9%	$605M	23.0%	11	9	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MOORS & CABOT, INC	2	Jul 5, 2023	Jul 5, 2023	NAPLES, FL	Team lift out	RIA to ibd	33.3%

Relationships

Registered with (13)

← FRANCISCO ANTONIO AGUILERAAdvisorregistration: current employment
May 30, 2024 to presentfactForm ADV
← ALEXANDER I CREVIAdvisorregistration: current employment
Mar 28, 2024 to presentfactForm ADV
← PAULA BENGE JEWELLAdvisorregistration: current employment
Apr 6, 2023 to presentfactForm ADV
← MICHAEL JOHN CHAPMANAdvisorregistration: current employment
Sep 20, 2018 to presentfactForm ADV
← JOHN JOSEPH CAMPBELLAdvisorregistration: current employment
Dec 8, 2017 to presentfactForm ADV
← JACK DAVID BROWNAdvisorregistration: current employment
Dec 1, 2011 to presentfactForm ADV
← CHARLEY MICHAEL CORBETTAdvisorregistration: previous registration
Jan 22, 2024 to Mar 20, 2025factForm ADV
← Matthew James JohnsonAdvisorregistration: previous registration
Feb 1, 2018 to Jul 5, 2023factForm ADV
← Brian J CotroneoAdvisorregistration: previous registration
Dec 1, 2020 to Jul 5, 2023factForm ADV
← Samantha Louise BeauvaisAdvisorregistration: previous registration
Jun 7, 2022 to Apr 3, 2023factForm ADV
← JAMES RYAN ASHBRIDGEAdvisorregistration: previous registration
Nov 21, 2019 to Mar 30, 2021factForm ADV
← Lynn Richard PetkusAdvisorregistration: previous registration
Apr 11, 2013 to Nov 20, 2019factForm ADV
← REBECCA IACOPELLIAdvisorregistration: previous registration
Mar 2, 2016 to Jun 16, 2016factForm ADV

Controls (2)

← BROWN, JACK, DAVIDOwnerMANAGING MEMBER, ownership code D, individual
Mar 30, 2012 to Jun 4, 2024factForm ADV
← Pike, Jeffrey, StephenOwnerCHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER, ownership code C, individual
Mar 30, 2012 to Jun 4, 2024factForm ADV

Moved with (1)

→ MOORS & CABOT, INCRegistered adviser2 advisors, team lift out, same day
Jul 5, 2023 to Jul 5, 2023factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Aviance Capital Partners Llc reported RAUM $971.0M, up 54% from $632.3M (2024-06-04 to 2025-03-31)
Form ADVobserved 6 days ago
$339M
Occurred
Mar 20, 2025
Advisor changed firm
Charley Michael Corbett left Aviance Capital Partners Llc for Local Wealth Advisors (registered 2025-06-12)
Form ADVobserved 6 days ago
Occurred
Jul 5, 2023
Team lift-out
2 advisors left Aviance Capital Partners LLC (Naples, FL) for Moors & Cabot, Inc on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Jul 5, 2023
Advisor changed firm
Brian J Cotroneo left Aviance Capital Partners Llc for Moors & Cabot, Inc (registered 2023-07-05)
Form ADVobserved 6 days ago
Occurred
Jul 5, 2023
Advisor changed firm
Matthew James Johnson left Aviance Capital Partners Llc for Moors & Cabot, Inc (registered 2023-07-05)
Form ADVobserved 6 days ago
Occurred
Apr 3, 2023
Advisor changed firm
Samantha Louise Beauvais left Aviance Capital Partners Llc for Betterment (registered 2024-08-30)
Form ADVobserved 6 days ago
Occurred
Sep 22, 2021
Control person left
Richard James Neel (Member) no longer on Schedule A of Aviance Capital Partners Llc (listed 2021-07-09, absent 2021-09-22)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6a7e7c92-2767-dea3-0af5-4141ee74ce55
First observed: Nov 18, 2011
Last observed: Sep 3, 2026 18 days 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.

AVIANCE CAPITAL PARTNERS LLC

CRD 146597

NAPLES, FL

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:6a7e7c92-2767-dea3-0af5-4141ee74ce55

Data as of Sep 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JACK DAVID BROWN

Chartered Financial Analyst

NAPLES, FL

JOHN JOSEPH CAMPBELL

n/a

NAPLES, FL

MICHAEL JOHN CHAPMAN

Chartered Financial Analyst

NAPLES, FL

n/a

PAULA BENGE JEWELL

n/a

NAPLES, FL

ALEXANDER I CREVI

n/a

NAPLES, FL

FRANCISCO ANTONIO AGUILERA

Certified Financial Planner|Chartered Financial Analyst

Winter Park, FL | NAPLES, FL | LONGWOOD, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BROWN, JACK, DAVID

MANAGING MEMBER

yes

01/2016

Mar 30, 2012

Jun 4, 2024

Pike, Jeffrey, Stephen

CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER

yes

02/2012

Mar 30, 2012

Jun 4, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 23, 2026

$1.1B

n/a

2024

Mar 31, 2025

$971M

$967M

n/a

2023

Mar 29, 2024

$632M

$629M

n/a

2022

Mar 31, 2023

$605M

$602M

n/a

2021

Mar 26, 2022

$653M

$652M

n/a

2020

Mar 26, 2021

$558M

$557M

n/a

2019

Mar 30, 2020

$595M

$565M

n/a

2018

Mar 26, 2019

$483M

$465M

n/a

2017

Mar 28, 2018

$493M

$489M

n/a

2016

Mar 30, 2017

$468M

$466M

n/a

2015

Mar 29, 2016

$477M

$473M

n/a

2014

Mar 17, 2015

$456M

$452M

n/a

2013

Mar 28, 2014

$418M

$396M

n/a

2012

Mar 27, 2013

$330M

$327M

n/a

2011

Mar 30, 2012

$251M

$234M

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

$1.1B

$971M

15.9%

$605M

23.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MOORS & CABOT, INC

Jul 5, 2023

NAPLES, FL

Team lift out

RIA to ibd

33.3%