SLOAN ADVISORY GROUP, INC.

Overview

Sloan Advisory Group, Inc. is a small, independent registered investment adviser that focuses on individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management for individuals and small businesses, and it supplements client relationships with educational seminars and workshops. Its business model mixes traditional fee-for-service engagement types (percentage of AUM) with hourly and fixed-fee offerings, which allows the firm to serve both ongoing advisory relationships and project-based planning work. Investment posture is equity-centered. The firm shows a clear preference for exchange-traded equities as the primary vehicle for client portfolios, and its custody and account structure indicates that SMA-style and separately managed or ETF-based strategies are a central part of how portfolios are implemented. Sloan Advisory Group, Inc. is not positioned as a capital allocator to outside alternative fund managers and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices