Silverleaf Investment Group, Llc
- Regulatory AUM
- $34.0M
- Discretionary
- $34.0M
- Clients
- 2
- Avg AUM / client
- $17.0M
- Accounts
- 4
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 2 | $34.0M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ralph Joseph Hodge | Managing Member/Chief Compliance Officer | Feb 2008 (19y) | 50% – 75% | |
| O'brien, John, William | Trustee | Jan 2009 (18y) | GP / trustee / elected manager of John W. O'brien Gift Trust I (indirect) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Job Investments, Llc | Member | Jan 2009 | A | 50% – 75% |
| John W. O'brien Gift Trust I | Trust | Jan 2009 | B | ≈ 37.5% – 75% via Job Investments, Llc |
Estimated effective ownership (look-through of filed bands):
- John W. O'brien Gift Trust I: 75% – 100% of Job Investments, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $34.0M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗