CRD: 113833
Slavic Mutual Funds Management Corp.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Matrix Trust · Security Benefit
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-03-1987
- Office Locations
- 2
Office Locations
About Slavic Mutual Funds Management Corp.
Slavic401k provides business retirement plan savings solutions as a long-tenured 401(k) provider, serving small businesses and their employees and partnering with PEOs and financial advisors. The firm supports participant outcomes with life-stage, risk-based investment mixes—from aggressive early-career allocations to more conservative approaches near retirement—and continues guidance through retirement. Nearly 40 years of retirement-plan experience is a key differentiator for plan partners.
Reported data analysis
What the numbers show
Between May 15, 2025 and April 27, 2026, reported AUM increased 10.6%, from $4.5B to $5.0B.
Across 5 reported observations, AUM increased 26.6% between June 29, 2022 and April 27, 2026, from $3.9B to $5.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 655 clients, or 218.3 clients per representative. That equates to $7.6M in reported AUM per client.
The profile lists 2 reported office locations and 39 years in operation. The source data was last updated on April 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Custodian
- Investment Themes
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Owner & Executives
JAMES MARTIN SCHOENMAKER
CHIEF STRATEGY OFFICER, Investment Advisor Representative
- CRD
- #2704722
- Ownership
- Less than 5%
JOHN JULIUS SLAVIC
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1651153
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JEFFREY LYNN DICKERSON
Vice President
- CRD
- #2756394
JASNA B DJURIN
--
- CRD
- #5685452
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,974,523,594 | $736,530 |
| Non-Discretionary | $0 | -- |
| Total | $4,974,523,594 | $736,530 |
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Separately Managed Accounts
SMA allocation detail is available
Slavic Mutual Funds Management Corp. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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