$334.4M Total AUM
$324.4M Disc. AUM
9.7% 3Y CAGR
5 Employees
77 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
22 East 100 South Third Floor Salt Lake City UT
About Slayton Lewis INC
Slayton Lewis Inc is a Salt Lake City-based registered investment adviser serving retail and institutional clients. The firm provides asset management and financial planning, including portfolio construction, risk management, tax and estate planning, insurance, and business succession advice. Portfolios make significant use of ETFs and public funds and may incorporate socially responsible investing themes. Custodied at Charles Schwab & Co.
Team overview
-- AVG AGE
$111.5M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
5 yrs AVG TENURE
5 Employees
3 Advisory Reps
0 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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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
WILLIAM SHAWN CAMPBELL
Chief Executive Officer
- CRD
- #1072279
- Ownership
- 75% or more
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N
Nicholas Augostini
--
- CRD
- #8149051
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $324,359,787 | $752,575 |
| Non-Discretionary | $10,085,010 | $1,440,716 |
| Total | $334,444,797 | $763,573 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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