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SLAGLE FINANCIAL, LLC.

EDWARDSVILLE, IL · CRD 149976 · IAPD ↗ · 618-692-1657

$411.7MRegulatory AUM
7Advisory reps
21Employees
0Clients
251-500Planning clients
0Private funds
12States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — SLAGLE FINANCIAL, LLC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — SLAGLE FINANCIAL, LLC. reported RAUM up 31% ($315.0M -> $411.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
January 2026 — SLAGLE FINANCIAL, LLC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — SLAGLE FINANCIAL, LLC. added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.