RIA Intel›Advisers›Virginia›SLAGEL, ZACHARY TANNER

SLAGEL, ZACHARY TANNER

Advisory

BLACKSBURG, VA

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in VA

#563

of 588 advisers by AUM

Average account

$179K

across 293 accounts

AUM per adviser

$52M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$52M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$52M

Discretionary AUM$52M

Non-Discretionary AUM$826K

Discretionary %98.4%

Total Clients114

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InNC, TX, VA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

114 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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