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SILVIS FINANCIAL
SILVIS FINANCIAL, LLC
CRD 298535
3540 TORINGDON WAY, STE 200, CHARLOTTE, NC, 28277, United States
Phone
571-357-5399
Fax
(571) 482-6993
Registration
— (—)
Source
State registered
Total AUM
$36.8M
Discretionary AUM
$36.8M
Team
2 total employees; 1 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $6.9M |
| High net worth individuals | 9 | $29.9M |
All web addresses on file
Official SEC filing: View on IAPD