SLATON CAPITAL ADVISORS

RIASEC Registered

Total AUM

$19.5M

Discretionary

$15.8M

81% of AUM

Avg account

$375K

Accounts

Employees

Advisory reps

Firm details

Headquarters: BARTONVILLE, Texas
CRD number: 306564
Website: www.slatoncapital.com
Custodians: ASSETMARK TRUST CO., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI64.34%
Individuals35.13%
Corporations / Businesses0.53%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Slaton Capital Advisors is an independent, individually owned registered investment advisor that serves primarily individual and family clients. The firm acts as a capital allocator and offers financial planning and portfolio management across individual, small business and institutional client segments. Its advisory services include selection of other advisers and pension consulting, and its fee arrangements combine AUM-based and fixed fees. Slaton does not identify as an active ESG investor and reports a single-state footprint rather than a multi-state advisory platform.