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SILVERLEAF INVESTMENT GROUP, LLC

Advisory

OH

Data as of Jun 18, 2026 · Source: SEC Form ADV

AUM change, 1 year
-94.4%
0th percentile in OH
AUM CAGR, 3 year
-61.8%
compound annual growth
Average account
$9M
across 4 accounts
AUM per adviser
$34M
1 advisers
Filing history
12
filings since 2008

Source: SEC Form ADV. Figures as filed Jun 18, 2026.

Total AUM
$34M
1-Year AUM Growth
-94.4%
3-Year CAGR
-61.8%
Employees
1
Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingJan 15, 2008
Latest FilingJun 18, 2026
Full AUM trend chart and 12 historical filings spanning 18+ years
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Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

RANDY L. COPUS & ASSOCIATES LLC.
LAKEVIEW, OH
$34M
TROYAN & ASSOCIATES, INC
CINCINNATI, OH
$34M
-22.2% 1Y
SAMUELS FINANCIAL SERVICES, INC.
YOUNGSTOWN, OH
$34M
WAY STREET FINANCIAL, LLC
BRUNSWICK, OH
$34M
CINCAP ASSET MANAGEMENT, LLC
CINCINNATI, OH
$34M
PRELUDE FINANCIAL, LLC
WADSWORTH, OH
$34M

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