GLENS FALLS, NYCRD 284325Latest ADV February 6, 2026
Sloan Advisory Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Glens Falls, NY. Its latest Form ADV filing, dated February 6, 2026, reports $64M in regulatory assets under management, 1 employee, and 114 accounts.
Assets Under Management
$64M
Employees
1
Offices
--
Total Clients
32
Primary office
GLENS FALLS, NY
237 GLEN STREET, SUITE 109, GLENS FALLS, NY, 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 segmentHNWI represent 65.6% of total clients.
Top client categories% of clientsClients
1
HNWI
65.6%
21
2
Individuals
34.4%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$64Mas of February 6, 2026
Discretionary100.0%
$64M
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$64M
Total Accounts114
10Y AUM Change+$38M (+151.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee32:1
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.