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Slagle Financial, LLC.

● SEC registered since 2018CRD 149976SEC# 801-113986Edwardsville, IL
Export (members)
Reg. AUM
$411.7M
Employees
21
Accounts
3,253
Location
Edwardsville, IL

Slagle Financial, LLC. assets under management

Slagle Financial, LLC. is an SEC-registered investment adviser based in Edwardsville, IL. The firm has been registered since 2018. It reports $411.7 million in regulatory assets under management and employs 21 people.

Slagle Financial, LLC. owners & executives

2 reported
NameTitleOwnershipSince
Chad A Slagle ControlPresidentOver 75%2009
Chad Andrew Tobin ControlChief Compliance OfficerUnder 5%2016

Frequently asked questions

How much does Slagle Financial, LLC. manage?

Slagle Financial, LLC. reports $411.7 million in regulatory assets under management on its Form ADV.

How many employees does Slagle Financial, LLC. have?

Slagle Financial, LLC. reports 21 employees.

Where is Slagle Financial, LLC. located?

Slagle Financial, LLC. is based in Edwardsville, IL and has been SEC-registered since 2018.

Does Slagle Financial, LLC. disclose fund performance?

Slagle Financial, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address419 St. Louis Street, Edwardsville, IL 62025
Phone618-692-1657
Fax618-692-1770
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Regulatory AUM

$411.7M▲ 31%
Mar '25 — $315MApr '25 — $315MMay '25 — $315MJun '25 — $315MJul '25 — $315MAug '25 — $315MSep '25 — $315MOct '25 — $315MNov '25 — $315MDec '25 — $315MJan '26 — $315MFeb '26 — $315MMar '26 — $411.7MApr '26 — $411.7MMay '26 — $411.7MJun '26 — $411.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers

Assets under management

$411.7Mregulatory AUM
Discretionary $411.7M