SourcingSourcing

SLAYTON LEWIS INC

A66
CRD 114596·SEC 801-109937·SALT LAKE CITY, UT
AUM
$334.4M
$100M-$500M
Est. Revenue
$3.3M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SLAYTON LEWIS INC
CRD
114596
SEC file #
801-109937
EIN
—
DBA names
—

Economics

AUM
$334.4M
AUM band
$100M-$500M
AUM trajectory
'20'26
$201.8M → $334.4M▲ +66%
Client mix
Individuals High Net Worth59
Individuals Other13
Pension Profit Sharing Plans5

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
1 advisors → 3 advisors▲ +200%
Primary office
SALT LAKE CITY UT
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
facebook.com/slaytonlewis(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CAMPBELL, WILLIAM, SHAWN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
CAMPBELL, WILLIAM, SHAWN
AMPONIN, JOSEPH PATRICK F
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1072279
Trust Company Affiliate
No

People (2)

2
CAMPBELL, WILLIAM, SHAWN
IAR · Direct Owner · 87.5%
1072279
Nicholas Augostini
IAR
8149051