SLAYTON LEWIS INC

Overview

Slayton Lewis Inc is an independent registered investment adviser that has been SEC‑registered since 2017 and focuses on financial planning and discretionary portfolio management for high‑net‑worth individuals, families and institutional clients. The firm leans toward equity‑centric portfolios, using exchange‑traded equities as its largest allocation bucket, and combines that with fee arrangements that include percentage‑of‑AUM, hourly and fixed‑fee engagements. Slayton Lewis Inc offers standard advisory services — financial planning, portfolio management for individuals and smaller businesses, and pension consulting — and does not present itself as an active ESG investor. The firm was recognized by FA Magazine in 2020 as a Top RIA Firm, a signal that its profile has attracted industry attention. While not positioned as a capital allocator, Slayton Lewis Inc does work with third‑party managers and deploys alternatives as part of client solutions. Its operating model is boutique in scale but diversified in the products it uses to meet client objectives.

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