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DON A. Slabaugh, LLC

DON A. Slabaugh, LLC. CRD 127024

D

CRD: 127024

DON A. Slabaugh, LLC

$34.2M Total AUM
$34.2M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Jackson National Life · John Hancock · Merrill Lynch
Clients
Retail
Established Date
10-01-2003
Office Locations
1

Office Locations

-- SAN Antonio TX

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.

Reported data analysis

What the numbers show

Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.

The firm reports 1 advisory representatives and 44 clients, or 44 clients per representative. That equates to $777.3K in reported AUM per client.

The profile lists 1 reported office location and 23 years in operation. The source data was last updated on October 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.

Team overview

-- AVG AGE
$34.2M AVG AUM / ADVISOR
$777.3K AVG AUM / CLIENT
22.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age

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Owner & Executives

D

DON ALAN SLABAUGH

Agent, President

CRD
#868567
Ownership
75% or more

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Contacts

No contact records available.

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Assets Under Management

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

SMA allocation detail is available

DON A. Slabaugh, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.

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