Slagle Financial, LLC
Slagle Financial, LLC is an SEC-registered investment adviser headquartered in Edwardsville, Illinois, founded in 2009 by Chad A. Slagle. With 23 employees, the firm provides financial planning, wealth management, and investment advisory services to individuals, pension and profit-sharing plans, and some businesses. The firm serves clients primarily in the United States through several offices across Illinois, Missouri, and Florida, offering portfolio management and supervisory services tailored to each client's financial situation and objectives.
Investment Strategy
Slagle Financial, LLC delivers ongoing portfolio management services customized to the individual goals, time horizons, and risk tolerances of each client. The process begins with a comprehensive evaluation of the client's current financial position, followed by the creation of an Investment Policy Statement that guides portfolio construction. Strategies include direct portfolio management, asset allocation, risk profiling, and, where appropriate, the selection and oversight of third-party investment managers such as AE Wealth Management. The firm typically employs discretionary authority to manage investments and emphasizes continual portfolio monitoring and rebalancing to best meet each client's objectives.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.19% | $12.9M | 81,544 | $67.01 | $157.99 | +$5.1M |
S SPLG | SPDR SERIES TRUST | 4.69% | $11.7M | 160,344 | $68.93 | $72.69 | +$8.8M |
A AAPL | APPLE INC | 4.45% | $11.0M | 53,804 | $195.95 | $205.17 | +$176.6K |
M MSFT | MICROSOFT CORP | 3.62% | $9.0M | 18,093 | $371.70 | $497.41 | -$1.9M |
J JPM | JPMORGAN CHASE & CO. | 2.63% | $6.5M | 22,550 | $173.26 | $289.91 | +$1.2M |