Wealth manager, independent · Salt Lake City, UT
Slayton Lewis Inc
SEC-registered investment adviser · CRD 114596 · SEC 801-109937
At a glance
Slayton Lewis Inc is an SEC-registered investment adviser based in Salt Lake City, Utah, with $334 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 72 individual clients. By Form ADV it is a wealth manager, ranked 4,049th of 8,915 wealth managers and 9,639th of 17,210 SEC-registered advisers by assets.
Main office 801-521-2191slaytonlewis.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $334M
- Rank among wealth managers
- #4,049 of 8,915
- Rank among all SEC RIAs
- #9,639 of 17,210
- Rank in Utah
- #87 of 151
- Individual clients
- 72
- High-net-worth clients
- 59
- Accounts
- 438
- Discretionary
- 97% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 3
Owners and executives on its Form ADV
- William S. CampbellChief Executive Officer; Shareholder
Custody and brokerage
Custodian
Slayton Lewis Inc’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 59 | $308M | 92% |
| Pension and profit sharing plans | 5 | $16M | 5% |
| Individuals | 13 | $10M | 3% |
Disciplinary disclosures
Slayton Lewis Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗slaytonlewis.com ↗
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The full record on Slayton Lewis Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 6,416 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Slayton Lewis Inc manage?
Slayton Lewis Inc reports $334 million in regulatory assets under management across 438 accounts, 97% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Slayton Lewis Inc?
Slayton Lewis Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Slayton Lewis Inc’s clients?
By assets, its largest client types are high-net-worth individuals ($308 million, 59 clients); pension and profit sharing plans ($16 million, 5 clients); individuals ($10 million, 13 clients).
Does Slayton Lewis Inc have any disciplinary history?
Slayton Lewis Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Slayton Lewis Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →