Matthew Fleming Slaton

Employer firm

Slaton Capital Advisors CRD 306564

$19.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → 12/2017
  Influence Health
  Birmingham, AL
• 01/2017 → 02/2025
  Insight Financial Group
  Argyle, TX
• 08/2018 → 04/2020
  Equity Services, Inc.
  Montpelier, VT
• 01/2012 → 12/2023
  Gnarlife Llc
  Argyle, TX
• 02/2009 → Present
  Slaton Capital Advisors Ltd
  Argyle, TX
• 04/2005 → Present
  Slaton Capital Management Llc
  Argyle, TX
• 11/2001 → 01/2017
  Birchbrook Group Corp
  Argyle, TX

Previous Registrations

• 2018-08-16 → 2020-04-08
  Equity Services, Inc.
  Addison, TX
  Bartonville, TX

Other Businesses

*SLATON CAPITAL ADVISORS LTD. 2001 WINTHROP HILL ROAD, ARGYLE, TX 76226. NOT INV REL. FEB 2009. HOLDING COMPANY. PRINCIPAL. MANAGE BUSINESS OPS. DURING TRADE HRS. *SLATON CAPITAL MANAGEMENT LLC. 2001 WINTHROP HILL ROAD, ARGYLE, TX 76226. NOT INV REL. APR 2005. PERSONAL HOLDING COMPANY. PRINCIPAL. MANAGE PERSONAL ASSETS. DURING TRADE HRS. *GNARLIFE. 2001 WINTHROP HILL ROAD, ARGYLE, TX 76226. NOT INV REL.JAN 2012. AFFILIATE MARKETING. PARTNER. MARKETING. DURING TRADE HRS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-07-02