D
$34.2M Total AUM
$34.2M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy ridgeDelta radial
- Established Date
- 10-01-2003
- Office Locations
- 1
Office Locations
-- Boyne City MI
About DON A. Slabaugh, LLC
Don A. Slabaugh, LLC is a Michigan-based, owner-operated RIA serving retail clients with discretionary portfolio management and portfolio construction. The firm emphasizes asset allocation using primarily ETFs, with some U.S. government/agency bonds and cash. Its client-facing site is used mainly to post stock purchases made in selected client portfolios (not a buy list), offering unusual visibility into trading activity; custody includes Charles Schwab.
Team overview
-- AVG AGE
$34.2M AVG AUM / ADVISOR
$777.3K AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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CRM
Summit bridge
Investment Themes
Ridge Beacon legacy
Investment Vehicles
Harbor
Services
Vector
Technology
Crest ridge Vertex
Owner & Executives
D
DON ALAN SLABAUGH
Agent, President
- CRD
- #868567
- Ownership
- 75% or more
(594) 741-2941
value.radial@vertexcapital.com
in linkedin.com/in/momentum-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,200,000
Equity - Exchange:
26.8% U.S. Government/Agency:
73.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,650,715,950 | 26.8% |
| U.S. Government/Agency | $4,508,671,924 | 73.2% |
| Total | $6,159,387,874 | 100.0% |