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SGL INVESTMENT ADVISORS, INC.
CRD 145167File 801-80443
APPROVED
Retail clients
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$391.6M
Below cohort median (national)
Discretionary AUM
$391.6M
Clients
734
1,236 accounts
Employees
7
Below cohort median in MT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 14, 2014
- Principal office
- 283 W. FRONT STREET SUITE 302, MISSOULA, MT, 59802-4328
- Phone
- 406-721-0999
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $391.6M
- Discretionary AUM
- $391.6M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,236
- Non-discretionary accounts
- 0
- Total accounts
- 1,236
- AUM per client
- $533K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $20.1M |
| Charitable organizations | 11 | $28.2M |
| High net worth individuals | 98 | $206.6M |
| State or municipal government entities | Fewer than 5 | $4.1M |
| Individuals (other than high net worth individuals) | 614 | $132.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- 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.