SWFL employee-owned wealth management firm hits $1B in assets

A boutique Naples wealth management and financial planning firm has surpassed a major milestone: $1 billion in assets under management. 

The firm, Aviance Capital Partners, was founded in 2008. It manages assets for clients across Florida and beyond, including high-net-worth individuals, business owners, C-level executives and special needs families. The firm also operates in Winter Park, in addition to its Naples headquarters.  

“Reaching this milestone is a testament to our clients’ trust and loyalty,” Chief Investment Officer and Partner Jack Brown says in the release. “Many of our clients have been with us for over a decade and have referred friends and family. We’ve built our firm by delivering consistent, long-term results, maintaining transparency and staying true to our personalized approach to wealth management.”

Aviance says it operates under a transparent, fee-based advisory model and works collaboratively with CPAs, attorneys and other professionals to develop complete financial strategies. The firm’s proprietary investment platform, designed entirely in-house, integrates its Aviance WealthPlan — a framework that brings together wealth management, tax strategy, and portfolio construction under one cohesive system, the release states. 

“Our business has always been about people — our employees, our clients, and our community partners,” Partner and Portfolio Manager Alex Crevi says in the release. “Our growth comes from doing right by our clients, providing value, and building relationships that last for generations.”

Since its founding, Aviance Capital Partners has remained 100% employee-owned. Its partners emphasize staying independent to preserve their client-first culture.

“With $1 billion in assets, we’ve become an attractive target for would-be acquirers,” adds Crevi. “But our partners are in their 40s and 50s, and we’re focused on building a lasting legacy. We want to stay true to our roots, providing exceptional client service and investment strategies through our analytical approach. This independence gives us the freedom to act in our clients’ best interests.”