SALING WEALTH ADVISORS
Firm details
- Headquarters
- LOUISVILLE, Kentucky
- CRD number
- 283226
- Registered since
- March 16, 2016
- Website
- www.salingwealthadvisors.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI85.94%
- Individuals7.79%
- Corporations / Businesses6.18%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Saling Wealth Advisors is an independent, SEC-registered investment adviser organized as a limited liability company and registered in 2016. The firm identifies as a capital allocator and serves both individual and family clients as well as institutional accounts. Its compensation blends a percentage-of-AUM model with fixed fees. Advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. The firm also produces written materials for clients (periodicals/newsletters). Saling does not identify as an active ESG investor and is not registered as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 4ERIC SALING
Chief Executive OfficerCRD 5522503
JASON STUBER
Chief Investment OfficerCRD 4269880
Emily Saling
Chief Compliance OfficerCRD 6622360
Contacts
3 of 6Christian Doyle
Financial PlannerCRD 7567419
Jeffrey Gough
Senior Wealth AdvisorCRD 5155592
AMY STUBER
Senior Wealth AdvisorCRD 4976136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$381M in ETFs
95%
$361M
2%
$20.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $88M | 134,734 | 23.09% |
Location
LOUISVILLE, KY
JEFFERSON
Location
LOUISVILLE, KY
Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 9750 Ormsby Station Rd
- Time zone
- CT (UTC-6)
- Office locations
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