Data / Investment advisers / Montana / SGL Investment Advisors, Inc.
SGL Investment Advisors, Inc., Missoula, MT: $440 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
SGL Investment Advisors, Inc. is an SEC registered investment adviser with its main office in Missoula, Montana and reports $440 million in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 145167
- SEC file number
- 801-80443
- SEC status
- Approved, effective October 14, 2014
- Main office
- 283 W. Front Street Suite 302, Missoula, MT 59802
- Phone
- (406) 721-0999
- Website
- sglinvestmentadvisors.com
- Regulatory AUM
- $440,255,797 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $440,255,797
- Accounts
- 1,533
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 92 | $207.4 million |
| Individuals (other than high net worth individuals) | 766 | $181.3 million |
| Charitable organizations | 10 | $28.5 million |
| Corporations or other businesses | 10 | $19 million |
| State or municipal government entities | 1 | $3.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| October 2, 2026 | $440.3 million | September 25, 2026 |
| December 1, 2025 | $391.6 million | September 26, 2025 |
Other advisers in Montana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Allied Investment Advisors LLC | Billings | $1.49 billion | Not listed | adviserinfo.sec.gov |
| Xypn Sapphire | Bozeman | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Front Street Capital Management, Inc. | Missoula | $862 million | Not listed | adviserinfo.sec.gov |
| Destra Capital Advisors LLC | Bozeman | $463.8 million | Not listed | adviserinfo.sec.gov |
| Main Line Retirement Advisors, LLC | Whitefish | $448.6 million | Not listed | adviserinfo.sec.gov |
| Evergreen Wealth Partners LLC | Kalispell | $405.2 million | Not listed | adviserinfo.sec.gov |
| Capstone Wealth | Billings | $354.3 million | Not listed | adviserinfo.sec.gov |
| Professional Financial Management, Inc. | Bozeman | $304.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Montana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- SGL Investment Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.