$19.5M Total AUM
$15.8M Disc. AUM
-- 3Y CAGR
1 Employees
49 ADV. Clients
6 yrs Firm Age
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- Custodian
- Assetmark · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-10-2020
- Office Locations
- 1
Office Locations
124 Mcmakin RD, Building 2, Suite 205 Bartonville TX
About Slaton Capital Advisors
Slaton Capital Advisors is a Texas-based wealth manager serving families and entrepreneurs with investment management and coordinated planning across risk, tax, estate/legacy, philanthropy, and business succession. The firm takes a long-term, family-centered approach to portfolio construction using vehicles such as mutual funds and ETFs, with direct access to senior advisors and a transparent fee structure.
Team overview
-- AVG AGE
$19.5M AVG AUM / ADVISOR
$397.7K AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
M
MATTHEW FLEMING SLATON
President, Wealth Advisor
- CRD
- #4500635
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,849,200 | -- |
| Non-Discretionary | $3,640,449 | -- |
| Total | $19,489,649 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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