9AT: BANYAN CAPITAL MANAGEMENT, INC.

Adviser Profile

As of Date	02/19/2026
Registration	SEC, Approved, 05/11/2018
Other registrations (2)	Georgia, Terminated, 07/26/2018 Florida, Terminated, 06/15/2018
ADV Location	ATLANTA, GA, United States
Contact Info	770 xxxxxxx
Websites

AUM^*	281,738,620 41%
of that, discretionary	281,738,620 41%
Number of Employees	3 50%
of those in investment advisory functions	2 100%
Private Fund GAV^*	0
Avg Account Size	843,529 12%
% High Net Worth	42.14% -9%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser MACLEAN CAPITAL ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM222.1m	#Funds-
Adviser IBEX WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.3b	#Funds-
Adviser LEISURE CAPITAL MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM874.0m	#Funds-
Adviser KEYSTONE FINANCIAL GROUP, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM247.4m	#Funds-
Adviser PRINCIPIA WEALTH ADVISORY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM225.0m	#Funds-
Adviser RILEY FRIEDMAN ASSET MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM584.8m	#Funds-
Adviser CAHABA WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.1b	#Funds-
Adviser HARVEY CAPITAL MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM579.4m	#Funds-
Adviser PARKVIEW ASSET MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM206.1m	#Funds-
Adviser BUILDER INVESTMENT GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM952.5m	#Funds-

Stock Ticker	Stock Name	$ Position	% Position	$ Change	# Change
Stck Ticker570535104	Stock NameMARKEL	$ Position$21,156,216	% Position9.00%	$ Change-13.00%	# Change-2.00%
Stck Ticker084670702	Stock NameBERKSHIRE HATHAWAY B	$ Position$19,388,911	% Position8.00%	$ Change-10.00%	# Change-6.00%
Stck Ticker71880K101	Stock NamePHINIA	$ Position$17,487,994	% Position8.00%	$ Change7.00%	# Change-2.00%
Stck Ticker928881101	Stock NameVONTIER	$ Position$15,379,488	% Position7.00%	$ Change-4.00%	# Change1.00%
Stck Ticker125523100	Stock NameCIGNA	$ Position$16,686,813	% Position7.00%	$ Change1.00%	# Change4.00%
Stck Ticker256677105	Stock NameDOLLAR GENERAL	$ Position$13,828,246	% Position6.00%	$ Change-12.00%	# Change-1.00%
Stck Ticker701094104	Stock NamePARKER HANNIFIN	$ Position$13,946,944	% Position6.00%	$ Change-15.00%	# Change-17.00%
Stck Ticker037833100	Stock NameAPPLE	$ Position$10,565,531	% Position5.00%	$ Change-11.00%	# Change-5.00%
Stck Ticker504922105	Stock NameLABCORP HOLDINGS	$ Position$10,429,069	% Position4.00%	$ Change4.00%	# Change-3.00%
Stck Ticker303075105	Stock NameFACTSET RESH SYS INC	$ Position$7,557,111	% Position3.00%	$ Change	# Change

Brochure Summary

Overview

Firm Description Banyan Capital Management, Inc. has been in business since November 1987. Banyan Capital Management, Inc. is an investment counseling firm based in Atlanta, Georgia. We are value investors with a long-time horizon and a focus on publicly-traded companies. Our philosophy is to build wealth by investing primarily in equity securities of good companies run by shareholder- oriented managers. We purchase the securities of these companies when (1) the market price is at a significant discount to our assessment of what the company is really worth and (2) when we expect the value of the company to grow. We sell when prices approach or exceed our assessment of value or when the value of the company begins to erode. Principal Owners The firm's principal owner is RedGate Partners, LLC of which Drew D. Estes and Charlene Beaton co- own. Mr. Estes owns 97% and Ms. Beaton owns 3%. Advisory Services Banyan Capital Management, Inc. provides investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, or charitable organizations

and corporations or business entities other than those listed above. We primarily invest in equity securities including exchange-listed securities, securities traded over-the-counter and foreign issuers, corporate debt securities (other than commercial paper) and mutual funds. We have the flexibility to invest in other security types when we feel it would assist in meeting a client's investment objectives. Tailored Relationships Banyan Capital Management, Inc. has full authority to buy and sell securities in client accounts, subject to guidelines set forth in the client's individualized Statement of Investment Policy. There are some situations, however, where a client requests that certain securities be retained in the portfolio, or where the client has placed restrictions on using certain types of investments for philosophical or religious reasons. We adhere closely to those restrictions. Assets Under Management As of December 31, 2023, we provide continuous management services for $200,075,566 in client assets, all on a discretionary basis.

BANYAN CAPITAL MANAGEMENT, INC.

BANYAN CAPITAL MANAGEMENT, INC.

BANYAN CAPITAL MANAGEMENT INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

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BANYAN CAPITAL MANAGEMENT, INC. BANYAN CAPITAL MANAGEMENT, INC. BANYAN CAPITAL MANAGEMENT INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Top Holdings

Brochure Summary

Overview

BANYAN CAPITAL MANAGEMENT, INC.

BANYAN CAPITAL MANAGEMENT, INC.

BANYAN CAPITAL MANAGEMENT INC