S
$52.4M Total AUM
$51.5M Disc. AUM
-- 3Y CAGR
1 Employees
114 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-16-2001
- Office Locations
- 1
Office Locations
303 Church ST SE Blacksburg VA
About Slagel Investment Management
Slagel Investment Management is a boutique, owner-led RIA in Blacksburg, VA serving retail investors with financial planning, insurance, and portfolio construction. The firm emphasizes active asset allocation using primarily mutual funds and ETFs, with stated interest in ESG/impact and socially responsible approaches, custodying assets at Schwab and TIAA.
Team overview
-- AVG AGE
$52.4M AVG AUM / ADVISOR
$459.4K AVG AUM / CLIENT
22.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Z
ZACHARY TANNER SLAGEL
Owner
- CRD
- #1587693
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,542,378 | -- |
| Non-Discretionary | $825,537 | -- |
| Total | $52,367,915 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Other:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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