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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-13-2023
- Office Locations
- 1
Office Locations
About SL Capital
SL Capital is an SEC-registered wealth manager in Scottsdale, AZ serving individuals and families, business owners and entrepreneurs, and select institutions. The firm delivers investment management and integrated planning, including wealth planning, tax services, estate and trust work, banking/credit and cash management, and business succession support. Its open-architecture approach emphasizes risk management and market/economic insight from Certified Financial Analysts, with curated access to private market opportunities (including via CAIS).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ZACHARY STUART BRODT
Chief Executive Officer, Founder, President
- CRD
- #5228473
- Ownership
- Less than 5%
Marcus John Pimentel
Chief Compliance Officer
- CRD
- #7265602
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Nathan Robert Craft
--
- CRD
- #8090042
Joshua Caleb Harter
Financial Advisor, General Partner
- CRD
- #6761217
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $230,289,447 | $553,580 |
| Non-Discretionary | $0 | -- |
| Total | $230,289,447 | $553,580 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | 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 |
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