Sloane Ortel
Advisor at Ethical Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Sloane Ortel is a Series 65-licensed financial advisor with four years of industry experience, currently serving as the sole advisor at Ethical Capital Investment Collaborative. Prior to this role, Ortel worked at Citywire LLC, River Orion LLC, and the CFA Institute. Outside of advisory work, Ortel co-hosts the Free Money Podcast, co-founded a carbon removal project developer, and serves on the board of a sustainability consulting firm. Ethical Capital Investment Collaborative manages discretionary portfolios for individuals, small businesses, and other advisers, using a plant-based exclusionary screening process combined with fundamental and situational analysis. The firm offers portfolio management, performance reporting, educational workshops, and outsourced advisory services, and supports institutional clients through sub-advisory and model portfolio development.
Client services
Based on Ethical Capital
Portfolio management
Educational seminars or workshops
Outside service provider and sub-advisory services
Outside service provider and sub-advisory services
Fee options
Educational workshops fee ranges from $100 to $3,000
1.00% annually
Account minimum: $50,000
Location
Provo, UT
Most active in
Sloane O has reported serving >5 clients in these states in the last 12 months.
Utah
Work history
Ethical Capital LLC
2021 - Present (5 years)
Citywire LLC
2020 - 2021 (1 year)
River Orion LLC
2018 - 2023 (5 years)
CFA Institute
2010 - 2018 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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