SILVIS FINANCIAL

SILVIS FINANCIAL of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 298535). Regulatory assets under management: $36.8M.

Registration

• CRD: 298535
• Type: Registered investment adviser
• Location: 3540 TORINGDON WAY, STE 200, CHARLOTTE, NC, 28277
• Phone: 571-357-5399
• Latest filing: 2026-02-27
• Regulatory AUM: $36.8M
• Discretionary AUM: $36.8M
• Clients: 2
• Accounts: 130

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298535 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search