Margaret Patterson
Silverleafe Capital Partners · Germantown, Tennessee
Margaret Patterson is a fee-only financial advisor at Silverleafe Capital Partners in Germantown, Tennessee. 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 |
| SEC registration | Investment adviser representative in TN · CRD 7598526 |
| Exams passed | Series 65 (2023) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.silverleafecapital.com |
How Margaret'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 Margaret
Is Margaret Patterson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Margaret 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 Margaret charge for financial advice?
Margaret's firm, Silverleafe Capital Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Margaret Patterson based?
Margaret Patterson is based in Germantown, Tennessee.
Is Margaret Patterson registered with the SEC?
Yes. Margaret Patterson is registered as an investment adviser representative in TN (CRD 7598526), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Silverleafe Capital Partners manage?
Silverleafe Capital Partners reports $449.2M across 683 accounts in assets under management.
How do I contact Margaret Patterson?
Through Margaret'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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