SALT LAKE CITY, UTCRD 114596Latest ADV March 31, 2026
Slayton Lewis Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated March 31, 2026, reports $334M in regulatory assets under management, 5 employees, 2 offices, and 438 accounts.
Assets Under Management
$334M
Employees
5
Offices
2 offices
Total Clients
77
Primary office
SALT LAKE CITY, UT
22 EAST 100 SOUTH, THIRD FLOOR, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.6% of total clients.
Top client categories% of clientsClients
1
HNWI
76.6%
59
2
Individuals
16.9%
13
3
Pension Plans
6.5%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$334Mas of March 31, 2026
Discretionary97.0%
$324M
97% of total RAUM97.0%
Non-discretionary3.0%
$10M
3% of total RAUM3.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$334M
Total Accounts438
10Y AUM Change+$161M (+93.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee15:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.