Data / Investment advisers / Georgia / Banyan Capital Management, Inc.
Banyan Capital Management, Inc., Atlanta, GA: $282 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Banyan Capital Management, Inc. is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $282 million in regulatory assets under management in its Form ADV filed February 19, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 108123
- SEC file number
- 801-113220
- SEC status
- Approved, effective May 11, 2018
- Main office
- 2100 Riveredge Parkway Suite 1030, Atlanta, GA 30328
- Phone
- (770) 951-2129
- Regulatory AUM
- $281,738,620 in the Form ADV filed February 19, 2026
- Discretionary AUM
- $281,738,620
- Accounts
- 334
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $228.7 million |
| Individuals (other than high net worth individuals) | 78 | $36.3 million |
| Pension and profit sharing plans | 2 | $15.7 million |
| Insurance companies | 1 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $281.7 million | February 19, 2026 |
| December 1, 2025 | $220.3 million | May 30, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Grove Mountain Partners, LLC | Atlanta | $307.7 million | 4 | adviserinfo.sec.gov |
| Monterey Wealth | Atlanta | $300.1 million | Not listed | adviserinfo.sec.gov |
| Estate Management Counselors,Llc | Atlanta | $294.3 million | Not listed | adviserinfo.sec.gov |
| Baugh & Associates, LLC | Atlanta | $294.2 million | Not listed | adviserinfo.sec.gov |
| Chatham Capital | Atlanta | $288.9 million | 6 | adviserinfo.sec.gov |
| Conscious Wealth Investments, LLC | Atlanta | $272.8 million | Not listed | adviserinfo.sec.gov |
| Aurora Investment Counsel | Atlanta | $252.7 million | Not listed | adviserinfo.sec.gov |
| Checks & Balances, Inc. | Atlanta | $251.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Banyan Capital Management, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.