MISSOULA, MTCRD 145167Latest ADV September 26, 2025
Sgl Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Missoula, MT. Its latest Form ADV filing, dated September 26, 2025, reports $392M in regulatory assets under management, 7 employees, and 1,236 accounts.
Assets Under Management
$392M
Employees
7
Offices
--
Total Clients
734
Primary office
MISSOULA, MT
283 W. FRONT STREET SUITE 302, MISSOULA, MT, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.7% of total clients.
Top client categories% of clientsClients
1
Individuals
83.7%
614
2
HNWI
13.4%
98
3
Charitable
1.5%
11
4
Corporations
1.4%
10
5
Government
0.1%
1
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$392Mas of September 26, 2025
Discretionary100.0%
$392M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$392M
Total Accounts1,236
10Y AUM Change+$264M (+206.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee105:1
10Y Employee Change+2 (+40.0%)
* 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.