Slagle Financial, LLC
Firm details
- Headquarters
- Edwardsville, Illinois
- CRD number
- 149976
- Registered since
- September 17, 2018
- Website
- slaglefinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals74.39%
- HNWI24.65%
- Corporations / Businesses0.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Slagle Financial, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm is owner-operated and focuses on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. Its billing mixes asset-based fees with hourly and fixed-fee arrangements. Slagle does not describe itself as an active ESG investor, is not classified as a capital allocator, and has an insurance company affiliation among its industry ties.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities61%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents6%
- Private Funds4%
Owners & executives
1 of 1
Chad Tobin
Chief Investment OfficerCRD 5396987
Contacts
3 of 12
Jeffrey Cherry
PresidentCRD 3043283
Christopher Dorsey
Financial AdvisorCRD 5167861
Jonathan Cathey
IARCRD 7845028
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$98.9M in ETFs
40%
$39.2M
28%
$59.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $14.4M | 163,506 | 14.53% |
Location
Edwardsville, IL
Madison
Location
Edwardsville, IL
Headquartered in Edwardsville, IL, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Madison
- Address
- 419 Saint Louis St
- Time zone
- CT (UTC-6)
- Office locations
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