Slaton Capital Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$19,489,649
Total clients
49
29% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
49
Average account size
$397,748
About
Slaton Capital Advisors provides wealth advisory and investment management to individuals and high‑net‑worth clients as well as trusts, estates, pension and profit‑sharing plans, and corporations or other business entities. Services described in the brochure include financial planning, tax planning, portfolio management, consulting, and the selection of third‑party asset managers, often delivered as an all‑inclusive retainer program.
The firm’s investment approach is academically based and emphasizes diversification, asset allocation, and risk management, measuring expected returns on a net‑of‑costs basis and using tools such as Monte Carlo simulation in financial plans. Slaton Capital generally seeks discretionary trading authority, performs ongoing monitoring, and may place client assets with third‑party asset managers and wrap‑style TPAM platforms (including the AssetMark platform).
Compared with many independent solo advisors, Slaton’s brochure discloses an unusually broad client mix for a small firm—serving corporate and institutional/pension clients in addition to individuals—and the use of wrap/TPAM arrangements for client accounts. The firm notes negotiable minimums, documents conflicts through a written Code of Ethics, does not charge performance‑based fees, and provides quarterly custodian statements while declining proxy‑voting authority.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
General tax planning
Wealth management
Real estate investing
Cash flow / budgeting
Fee options
$0 - $500,000: 1.25% annually (Pre-Retiree), 1.15% annually (Retiree) $500,001 - $1,000,000: 1.00% annually (Pre-Retiree), 0.90% annually (Retiree) $1,000,001 - $2,500,000: 0.90% annually (Pre-Retiree), 0.80% annually (Retiree) $2,500,001 - $5,000,000: 0.80% annually (Pre-Retiree), 0.75% annually (Retiree) $5,000,000 - $10,000,000: 0.65% annually (both Pre-Retiree and Retiree) $10,000,001 - $20,000,000: 0.50% annually (both Pre-Retiree and Retiree) $20,000,001+: 0.35% annually (both Pre-Retiree and Retiree)
Monthly retainer fees ranging from $0 to $899 depending on account size and client business status
Account minimum: $250,000 Minimum fee: Monthly retainer fees ranging from $0 to $899 depending on account size and client type Fee-only: Fee-only basis; no commissions or sales charges accepted
Main office location
Slaton Capital Advisors
124 Mcmakin Rd, Building 2, Suite 205
Bartonville TX 76226, United States
Number of offices
1
Most active in
Slaton Capital Advisors has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")