# SILVIS FINANCIAL

SILVIS FINANCIAL of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 298535
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298535/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298535/similar
- Related entities: https://search.stillhousedata.com/firm/298535/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298535

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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.