Bank / Wealth / TrustRIA · CRD 114596SEC-Registered

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Slayton Lewis

Founded by Bill Campbell in 2000, Slayton Lewis emerged from a deliberate rejection of the traditional advisory playbook. Campbell, a University of Chicago MBA...

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Slayton Lewis

Founded by Bill Campbell in 2000, Slayton Lewis emerged from a deliberate rejection of the traditional advisory playbook. Campbell, a University of Chicago MBA and CFP, structured the firm to serve a tightly limited client roster, trading scale for depth of relationship and customized strategy design. The firm operates from a primary Chicago base with an additional office in Salt Lake City. The firm's deployment centers on financial planning, tax strategy, and portfolio management for high-net-worth individuals, families, and closely held business owners. Slayton Lewis does not publicly disclose asset-class allocations or portfolio company names, framing its work as holistic wealth management rather than product distribution. The advisory model integrates cash-flow analysis, after-tax income optimization, and business succession planning, all executed by a compact, specialist team that shares every client relationship. Slayton Lewis maintains a deliberately lean team of specialists — Campbell describes the group as 'highly trained professionals, each with their own specialization' — operating without the client-segregation structure common in larger RIAs. No recent operational event, such as a fund close, acquisition, or C-suite change, has been publicly documented in the last 24 months. Salt Lake City and Chicago serve as the firm's two geographic hubs, reflecting a low-profile regional footprint. The structural differentiator is Campbell's explicit reversal of the industry's dominant economic model. Rather than pursue AUM growth through advisor silos and scale, Slayton Lewis treats every client as a firm-wide relationship, with no account segmentation by advisor. This architecture is designed to sustain the boutique's founding commitment to a small-client-count practice, a posture that positions it as a durable advisory practice rather than a firm built for institutional acquisition.

General information

Firm type

Bank / Wealth / Trust

Year founded

2000

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Salt Lake City

Corporate office

150 N. Wacker Drive, Suite 2250, Chicago, IL 60606, United States

Additional offices

22 East 100 South, Salt Lake City, UT 84111

Principals

Bill Campbell

Founder and Principal

Frequently asked questions

Who runs investment decisions at Slayton Lewis?

Bill Campbell, the firm's founder, acts as Principal and CFP. The firm describes a collective team approach where all clients are served by the group rather than by a single advisor, but publicly available materials do not name additional investment-committee members or detail a separate CIO function.

How does Slayton Lewis source its client base?

The firm targets high-net-worth professionals, business owners, and their families through a deliberate, low-volume model. Campbell has stated he intentionally limits the client count to provide detailed, individualized planning rather than pursuing broad marketing or referral-scale growth.

Is Slayton Lewis structured as a single-family office or a traditional RIA?

It is a registered investment advisor (RIA) serving multiple high-net-worth families and individuals, not a single-family office. The firm does not disclose operating as a multi-family office, but its small-client-count, high-touch model mimics the service depth typically associated with family offices.

Does Slayton Lewis manage proprietary investment funds or only advise on external portfolios?

Publicly available information does not indicate that Slayton Lewis sponsors proprietary funds. The firm presents its core offering as comprehensive financial planning, tax projection, and portfolio management, suggesting it constructs and manages client portfolios using external securities and strategies rather than operating in-house fund vehicles.

What is Slayton Lewis's known posture on business succession planning?

The firm explicitly markets succession planning as a core service, helping business-owner clients monetize their companies and transition ownership. Specific transaction case studies or named exits are not publicly disclosed.

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