Broc Kreitz
Silverleafe Capital Partners · Germantown, Tennessee
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.
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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 | $449.2M across 683 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 2960353 |
| Exams passed | Series 66 (1998) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.silverleafecapital.com |
| Profile |
How Broc's firm compares
- Silverleafe Capital Partners's average account is about $658,000, from its Form ADV (assets managed divided by 683 accounts).
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Questions about Broc
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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