ATASCADERO, CACRD 331617Latest ADV January 23, 2026
Slo Money Managers is an SEC registered investment adviser organized as a corporation with a primary office location in Atascadero, CA. Its latest Form ADV filing, dated January 23, 2026, reports $165M in regulatory assets under management, 2 employees, and 538 accounts.
Assets Under Management
$165M
Employees
2
Offices
--
Total Clients
148
Primary office
ATASCADERO, CA
4555 EL CAMINO REAL, SUITE I, ATASCADERO, CA, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.7% of total clients.
Top client categories% of clientsClients
1
Individuals
52.7%
78
2
HNWI
41.9%
62
3
Pension Plans
3.4%
5
4
Corporations
2.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165Mas of January 23, 2026
Discretionary100.0%
$165M
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$165M
Total Accounts538
10Y AUM Change+$165M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee74:1
10Y Employee Change+1 (+100.0%)
* 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.