# AVIANCE CAPITAL PARTNERS LLC

AVIANCE CAPITAL PARTNERS LLC of NAPLES, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 146597
- Type: SEC-registered investment adviser
- SEC file number: 801-68979
- Location: 2180 IMMOKALEE ROAD, #301, NAPLES, FL, 34110-1407
- Phone: 239-598-4747
- Latest filing: 2026-04-23
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $4.1M
- Clients: 11
- Accounts: 974

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Brown Investors David | MANAGING MEMBER; MEMBER | Santa Barbara, CA |
| Jeffrey Stephen Pike | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER | — |
| Jack David Brown | MANAGING MEMBER | — |
| Alexander I Crevi | PORTFOLIO MANAGER | — |
| DIXON STEVEN JOHN | MANAGING MEMBER; OFFICER | — |
| BERTELSEN CHRISTIAN CAMERON | MANAGING MEMBER; OFFICER | — |
| BERTELSEN EDWARD CHRISTIAN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| DVORCHAK GARY THOMAS | MANAGING MEMBER | — |
| WARD ORVILLE DUANE | MANAGING MEMBER; MEMBER; PRESIDENT (+1 more) | — |
| NEEL JAMES RICHARD | MANAGING MEMBER; MEMBER; VICE PRESIDENT | — |
| PIKE JEFFREY STEPHEN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, MEMBER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2022-03-22 | regulatory | RENDERED INVESTMENT ADVICE, FROM A LOCATION WITHIN FLORIDA, WITHOUT BEING REGISTERED BY THE OFFICE | Final | $6K |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WINTER PARK | FL | 1 | 407-801-0462 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146597/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146597/similar
- Related entities: https://search.stillhousedata.com/firm/146597/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146597

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.