William Campbell
Slayton Lewis · Salt Lake City, Utah
William Campbell is a fee-only financial advisor at Slayton Lewis in Salt Lake City, Utah, who holds the CFP credential. Slayton Lewis reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Slayton Lewis |
|---|---|
| Based in | Salt Lake City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $334.4M across 438 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX, UT · CRD 1072279 |
| Exams passed | Series 65 (1992) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.slaytonlewis.com |
| Profile |
How William's firm compares
- Slayton Lewis's average account is about $764,000, from its Form ADV (assets managed divided by 438 accounts).
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Questions about William
Is William Campbell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Slayton Lewis reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Slayton Lewis, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Campbell based?
William Campbell is based in Salt Lake City, Utah.
What credentials does William Campbell hold?
William Campbell holds the CFP credential.
Is William Campbell registered with the SEC?
Yes. William Campbell is registered as an investment adviser representative in IL, TX and UT (CRD 1072279), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Slayton Lewis manage?
Slayton Lewis reports $334.4M across 438 accounts in assets under management.
How do I contact William Campbell?
Through William's website, www.slaytonlewis.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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