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Silver Mountain Capital Partners LLC (Solon)


Silver Mountain Capital Partners LLC is a large advisory firm based in Solon. It manages $69.37 million of regulatory assets for 212 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Louisiana, Ohio, and Texas.

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Silver Mountain Capital Partners provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Silver Mountain Capital Partners: assets under management

The assets under management (AUM) of Silver Mountain Capital Partners LLC is $69.37 million. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.92 million in discretionary accounts and $17.45 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $381.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $229.56 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Silver Mountain Capital Partners LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Solon

The principal office where Silver Mountain Capital Partners LLC performs its advisory services is located at 30775 Bainbridge Road, Solon, OH 44139, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 440-519-2500 or by fax 440-519-2501. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.everestcap.com.


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