# Slayton Lewis Inc

> Slayton Lewis Inc is an SEC-registered investment advisory firm in Salt Lake City, UT, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 114596
- Filed as: SLAYTON LEWIS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Salt Lake City, UT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114596
- AdvisorCensus page: https://advisorcensus.com/firm/slayton-lewis-inc-salt-lake-city-ut-114596

## Quick answers

**How is Slayton Lewis Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Slayton Lewis Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Slayton Lewis Inc charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $250 an hour (Financial planning fees not included with the asset management fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Slayton Lewis Inc located?**
Slayton Lewis Inc's principal office is in Salt Lake City, UT, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Slayton Lewis Inc registered with the SEC or a state?**
Slayton Lewis Inc is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 114596.

**How much does Slayton Lewis Inc manage?**
Slayton Lewis Inc reports $334,444,797 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (97% discretionary).

**How have Slayton Lewis Inc's assets and staff changed since 2021?**
In the Form ADV data for Slayton Lewis Inc: Regulatory assets under management: $237,487,232 in the October 2021 data and $334,444,797 in the October 2026 data, up 41%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Slayton Lewis Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (59); individuals (other than high net worth individuals) (13); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Slayton Lewis Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114596

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Hourly rate: $250 an hour (Financial planning fees not included with the asset management fee)

> Financial planning fees not included with the asset management fee will be billed at the rate of $250 per hour or a fixed fee mutually agreed upon by the client and Slayton Lewis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $334,444,797
- Discretionary: $324,359,787
- Non-discretionary: $10,085,010

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $10,427,521 |
| High net worth individuals | 59 | $308,406,470 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $15,610,806 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chicago, IL
- Royal Oak, MI

### Websites listed on Form ADV (Item 1.I)
- [slaytonlewis.com](https://slaytonlewis.com)
- Facebook @slaytonlewis
- LinkedIn @slayton-lewis

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $237,487,232 | 5 | June 21, 2021 |
| October 2022 | $264,169,463 | 5 | March 31, 2022 |
| October 2023 | $253,636,025 | 5 | March 31, 2023 |
| October 2024 | $266,731,741 | 5 | March 28, 2024 |
| October 2025 | $281,706,011 | 5 | March 28, 2025 |
| October 2026 | $334,444,797 | 5 | March 31, 2026 |

Regulatory assets under management: $237,487,232 in the October 2021 data and $334,444,797 in the October 2026 data, up 41%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Slayton Lewis Inc (CRD 114596): Form ADV filing data as of October 2026.