DON A. Slabaugh, LLC

Overview

Don A. Slabaugh, LLC is a small, equity-focused advisory practice that manages portfolios for individual and family clients and small businesses. The firm is structured as a limited liability company and is owned and operated by Don A. Slabaugh. Its stated business activity is portfolio management for individuals and small businesses, and it charges clients on a percentage-of-assets basis. The adviser does not position itself as an ESG investor and is not registered as a multi-state adviser, which suggests a locally oriented, hands-on client practice. Investment activity centers on publicly traded equities — both exchange-traded funds and single-name stocks — with a modest use of third-party alternative managers in private credit. The firm’s approach appears to prioritize liquid equity exposure supplemented by yield- and income-oriented solutions such as annuities and private credit allocations where appropriate for client objectives.

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Public Holdings

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Location & Offices