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 SEC-registered in 2018. The firm serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its client billing mixes AUM-based fees with hourly and fixed-fee engagements. Investment activity is equity-focused and the firm does not self-identify as an active ESG investor. An industry affiliation listed with an insurance company suggests insurance products play a role in client solutions.
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 1CHAD TOBIN
Partner, Chief Investment OfficerCRD 5396987
Contacts
3 of 11JEFFREY 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 52Active vs passive
$85.7M in ETFs
41%
$35.1M
26%
$50.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $12.8M | 167,611 | 14.97% |
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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