# Silver Leaf Financial

Silver Leaf Financial is an other based in Surprise.

## Overview

- **Organization type:** other
- **Headquarters:** Surprise
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** https://silverleaffinancial.com

## Regulatory record

- **CRD number:** 153037
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153037

## About

Silver Leaf Financial, Inc. is an independent, family-owned registered investment advisory firm. The firm focuses on objective advice free from third-party influence, with transparent fees, and offers retirement and investment solutions designed around each client’s personal situation. As Registered Investment Advisors they have a legal fiduciary responsibility to act in clients’ best interests and provide holistic advisory services including estate planning, investments, and insurance.

## People

- Kevin Brucher — President / CEO and Founder
- Kevin Brucher — CEO / Founder

## Questions

### Who runs investment decisions at Silver Leaf Financial?

No named principals or investment decision-makers are publicly identified for Silver Leaf Financial. Public records contain no mention of a CEO, CIO, or managing partner.

### What investment strategy does Silver Leaf Financial pursue?

The firm's investment strategy is not verifiable from any public source. Asset class mix, stage focus, and geographic footprint remain undisclosed.

### Does Silver Leaf Financial have any publicly known investments?

No portfolio companies, direct investments, or fund commitments have been identified in open sources. The firm maintains a minimal public footprint.

## Related profiles

- [Cottonwood Asset Management](https://altss.com/profile/cottonwood-asset-management-llc)
- [LCR Financial Group](https://altss.com/profile/lcr-financial-group-llc)

---

Last updated: 2026-08-11T15:08:04.536Z

Canonical page: https://altss.com/profile/silver-leaf-financial-inc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology