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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-29-2009
- Office Locations
- 4
Office Locations
About Slagle Financial, Llc.
Slagle Financial, LLC is an Edwardsville, IL RIA serving retirees and business owners with comprehensive financial and investment planning, including tax, estate, and insurance coordination and portfolio construction. The firm’s discretionary portfolios lean heavily on ETFs and mutual funds and custody at Schwab and Fidelity. Known for a highly transparent onboarding timeline and educational content (TV show/YouTube, “Winning in Retirement” book).
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHAD A SLAGLE
President
- CRD
- #4750156
- Ownership
- 75% or more
CHAD ANDREW TOBIN
Chief Compliance Officer, Senior Partner
- CRD
- #5396987
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Connor Joseph Bouse
Broker
- CRD
- #7719936
JONATHAN CHRISTIAN CATHEY
--
- CRD
- #7845028
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $411,651,067 | $126,545 |
| Non-Discretionary | $0 | -- |
| Total | $411,651,067 | $126,545 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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