Overview
Assets Under Management: $393 million
High-Net-Worth Clients: 47
Average Client Assets: $1.3 million
Frequently Asked Questions
SL ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151495), SL ADVISORS, LLC is subject to fiduciary duty under federal law.
SL ADVISORS, LLC serves 47 high-net-worth clients according to their SEC filing dated February 13, 2026. View client details ↓
According to their SEC Form ADV, SL ADVISORS, LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SL ADVISORS, LLC manages $393 million in client assets according to their SEC filing dated February 13, 2026.
According to their SEC Form ADV, SL ADVISORS, LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.85%
Average Client Assets: $1.3 million
Total Client Accounts: 50
Discretionary Accounts: 50
Regulatory Filings
CRD Number: 151495
Filing ID: 2048922
Last Filing Date: 2026-02-13 07:30:40