RIA Intel›Advisers›Florida›BANYAN ASSET MANAGEMENT, INC.

BANYAN ASSET MANAGEMENT, INC.

Advisory

NAPLES, FL

Data as of Jan 19, 2026 · Source: SEC Form ADV

Rank in FL

#1,890

of 2,610 advisers by AUM

Average account

$347K

across 78 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 19, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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