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SLAYTON LEWIS INC
CRD 114596File 801-109937
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$334.4M
Below cohort median (national)
Discretionary AUM
$324.4M
Non-discretionary $10.1M
Clients
77
438 accounts
Employees
5
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 7, 2017
- Principal office
- 22 EAST 100 SOUTH, THIRD FLOOR, SALT LAKE CITY, UT, 84111
- Phone
- 801-521-2191
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $334.4M
- Discretionary AUM
- $324.4M
- Non-discretionary AUM
- $10.1M
- Discretionary accounts
- 431
- Non-discretionary accounts
- 7
- Total accounts
- 438
- AUM per client
- $4.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $308.4M |
| Pension and profit sharing plans | 5 | $15.6M |
| Individuals (other than high net worth individuals) | 13 | $10.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.