CRD: 109080
Richard P. Slaughter Associates, Inc.
$905.2M Total AUM
$884.4M Disc. AUM
-- 3Y CAGR
14 Employees
459 ADV. Clients
33 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-23-1993
- Office Locations
- 3
Office Locations
9600 North Mopac Suite 600 Austin TX
-- Rowlett TX
-- Santa Cruz CA
About Richard P. Slaughter Associates, Inc.
Richard P. Slaughter Associates (Austin, TX) is an RIA providing wealth management and financial planning for business owners and entrepreneurs, including estate/tax planning, insurance, and succession planning. Portfolios use a mix of public funds and ETFs, with access to alternatives as needed. Custody includes Schwab and LPL.
Team overview
40 AVG AGE
$75.4M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
10.5 yrs AVG TENURE
14 Employees
12 Advisory Reps
14 RIA Reps
33yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DARBY SUGGS ARMONT
Vice President
- CRD
- #3231569
- Ownership
- Less than 5%
Available
Available
Available
ANN MICHELE NOWELL
Sr. Consultant
- CRD
- #4895833
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
Tanner Dale Banister
Financial Planner
- CRD
- #6955749
Available
Available
Available
Lafe Isaac Blobaum
Financial Planner
- CRD
- #7218995
Available
Available
Available
Showing 2 of 14 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $884,352,329 | $638,983 |
| Non-Discretionary | $20,798,892 | $115,549 |
| Total | $905,151,221 | $578,741 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Derivatives:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing