← Directory

SL CAPITAL

Legal name: SLT HOLDINGS LLC

CRD 328450File 801-129050
APPROVED
Retail clients
Disclosure events
Filing as of Apr 29, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$230.3M
Below cohort median (national)
Discretionary AUM
$230.3M
Clients
229
416 accounts
Employees
4
Below cohort median in AZ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Nov 13, 2023
Principal office
20707 N PIMA RD, STE 205, SCOTTSDALE, AZ, 85255
Phone
480-359-7092

Assets & accounts

ADV Item 5F
Total regulatory AUM
$230.3M
Discretionary AUM
$230.3M
Non-discretionary AUM
$0
Discretionary accounts
416
Non-discretionary accounts
0
Total accounts
416
AUM per client
$1.0M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals65$194.9M
Individuals (other than high net worth individuals)164$35.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11
  • Q11E1
  • Q11E2
  • Q11E4

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients168229increased by61
Apr 1, 2026AUM$206,275,670$230,289,447increased by$24,013,777
Apr 1, 2026Accounts376416increased by40
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SL CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SL CAPITAL” 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.