# Broc Kreitz

> Broc Kreitz is a fee-only financial advisor at Silverleafe Capital Partners in Germantown, Tennessee, who holds the CFP credential. Silverleafe Capital Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/broc-kreitz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Silverleafe Capital Partners
- **Based in:** Germantown, Tennessee
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $449.2M across 683 accounts
- **Credentials:** CFP
- **CRD:** 2960353 (https://adviserinfo.sec.gov/individual/summary/2960353)
- **SEC registration:** Investment adviser representative in TN
- **Exams passed:** Series 66 (1998)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.silverleafecapital.com

## Frequently asked questions

### Is Broc Kreitz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Broc holds no broker registration, and Silverleafe Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Broc charge for financial advice?

Broc's firm, Silverleafe Capital Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Broc Kreitz based?

Broc Kreitz is based in Germantown, Tennessee.

### What credentials does Broc Kreitz hold?

Broc Kreitz holds the CFP credential.

### Is Broc Kreitz registered with the SEC?

Yes. Broc Kreitz is registered as an investment adviser representative in TN (CRD 2960353), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Silverleafe Capital Partners manage?

Silverleafe Capital Partners reports $449.2M across 683 accounts in assets under management.

### How do I contact Broc Kreitz?

Through Broc's website, www.silverleafecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2960353): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.