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SLAVIC MUTUAL FUNDS MANAGEMENT CORP.
CRD 113833File 801-29099
APPROVED
Retail clients
Custody
Filing as of Apr 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.97B
Top 25% of cohort (national)
Discretionary AUM
$4.97B
Clients
655
6,754 accounts
Employees
13
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 3, 1987
- Principal office
- 1075 BROKEN SOUND PARKWAY NW, SUITE 100, BOCA RATON, FL, 33487-3540
- Phone
- 561-241-9244
- Website
- https://www.slavic401K.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.97B
- Discretionary AUM
- $4.97B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,754
- Non-discretionary accounts
- 0
- Total accounts
- 6,754
- AUM per client
- $7.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | 351 | $4.94B |
| Individuals (other than high net worth individuals) | 304 | $35.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 13 | decreased by5 |
| Apr 1, 2026 | Clients | 737 | 655 | decreased by82 |
| Apr 1, 2026 | AUM | $4,496,485,013 | $4,974,523,594 | increased by$478,038,581 |
| Apr 1, 2026 | Accounts | 6,128 | 6,754 | increased by626 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 18 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 835 | 737 | decreased by98 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,929,284,095 | $4,496,485,013 | increased by$567,200,918 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 835 | 6,128 | increased by5,293 |
| Apr 1, 2022 | Employees | 28 | 24 | decreased by4 |
| Apr 1, 2022 | Clients | 810 | 835 | increased by25 |
| Apr 1, 2022 | AUM | $2,668,472,679 | $3,929,284,095 | increased by$1,260,811,416 |
| Apr 1, 2022 | Accounts | 810 | 835 | increased by25 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SLAVIC MUTUAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SLAVIC MUTUAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.