Data / Investment advisers / Utah / Slayton Lewis Inc
Slayton Lewis Inc, Salt Lake City, UT: $334 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Slayton Lewis Inc is an SEC registered investment adviser with its main office in Salt Lake City, Utah and reports $334 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, pension and profit sharing plans and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Slayton Lewis Inc (CRD number 114596): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 114596
- SEC file number
- 801-109937
- SEC status
- Approved, effective February 7, 2017
- Main office
- 22 East 100 South Third Floor, Salt Lake City, UT 84111
- Phone
- (801) 521-2191
- Regulatory AUM
- $334,444,797 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $324,359,787
- Non discretionary AUM
- $10,085,010
- Accounts
- 438
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 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 | 59 | $308.4 million |
| Pension and profit sharing plans | 5 | $15.6 million |
| Individuals (other than high net worth individuals) | 13 | $10.4 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 |
|---|---|---|
| April 1, 2026 | $334.4 million | March 31, 2026 |
| December 1, 2025 | $307.7 million | August 12, 2025 |
Other advisers in Salt Lake City
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Smedley Financial Services Inc | Salt Lake City | $396.7 million | Not listed | adviserinfo.sec.gov |
| Cannon Capital Management, Inc. | Salt Lake City | $386.1 million | Not listed | adviserinfo.sec.gov |
| Asilia Credit Investments | Salt Lake City | $365.9 million | 7 | adviserinfo.sec.gov |
| North Capital | Salt Lake City | $365.8 million | Not listed | adviserinfo.sec.gov |
| Navigate Financial LLC | Salt Lake City | $337.9 million | Not listed | adviserinfo.sec.gov |
| Wealth Management Cpas, LLC | Salt Lake City | $329.2 million | Not listed | adviserinfo.sec.gov |
| Cottonwood Wealth Strategies, LLC | Salt Lake City | $279 million | 4 | adviserinfo.sec.gov |
| Burrus | Salt Lake City | $240.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Salt Lake City, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Slayton Lewis 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.