EDWARDSVILLE, ILCRD 149976Latest ADV March 25, 2026
Slagle Financial, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edwardsville, IL. Its latest Form ADV filing, dated March 25, 2026, reports $412M in regulatory assets under management, 21 employees, 9 offices, and 3,253 accounts.
Assets Under Management
$412M
Employees
21
Offices
9 offices
Total Clients
1,510
Primary office
EDWARDSVILLE, IL
419 ST. LOUIS STREET, EDWARDSVILLE, IL, 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 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.8% of total clients.
Top client categories% of clientsClients
1
Individuals
96.8%
1,461
2
HNWI
3.2%
49
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$412Mas of March 25, 2026
Discretionary100.0%
$412M
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.
Total AUM$412M
Total Accounts3,253
10Y AUM Change+$309M (+299.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee72:1
10Y Employee Change+12 (+133.3%)
* 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.