Banyan Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated February 19, 2026, reports $282M in regulatory assets under management, 3 employees, and 334 accounts.
Assets Under Management
$282M
Employees
3
Offices
--
Total Clients
140
Primary office
ATLANTA, GA
2100 RIVEREDGE PARKWAY, SUITE 1030, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.7% of total clients.
Top client categories% of clientsClients
1
Individuals
55.7%
78
2
HNWI
42.1%
59
3
Pension Plans
1.4%
2
4
Insurance Cos.
0.7%
1
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$282Mas of February 19, 2026
Discretionary100.0%
$282M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$282M
Total Accounts334
10Y AUM Change+$171M (+154.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee47:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.