Sledge and Company Wealth Advisors provides financial planning and portfolio management for individuals and small businesses.
Sledge and Company Wealth Advisors reports 200 clients. They include 141 individual clients, 53 high-net-worth individuals and 6 charitable organizations. Of its assets, 100.0% ($183M across 429 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 17% |
| High-net-worth individuals | 27% | 83% |
| Charitable organizations | 3% | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 141 | $30.4M | 16.6% | $215K |
| High-net-worth individuals | 53 | $151M | 82.6% | $2.86M |
| Charitable organizations | 6 | $375K | 0.2% | $62.6K |
| Corporations and other businesses | Fewer than 5 | $1.22M | 0.7% | — |
| Total | 200 | $183M | 100% | — |
- Clients
- 141
- Regulatory AUM
- $30.4M
- AUM share
- 16.6%
- Avg. per client
- $215K
- Clients
- 53
- Regulatory AUM
- $151M
- AUM share
- 82.6%
- Avg. per client
- $2.86M
- Clients
- 6
- Regulatory AUM
- $375K
- AUM share
- 0.2%
- Avg. per client
- $62.6K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.22M
- AUM share
- 0.7%
- Avg. per client
- —
Total
- Clients
- 200
- Regulatory AUM
- $183M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Sledge and Company Wealth Advisors charges 0.90%–1.40% a year for its Investment Advisory Services. The fee is billed in arrears, is negotiable and requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is billed hourly at $125 to $300 an hour plus direct expenses, or as a negotiated flat fee.
Jamie Sledge owns 75% or more of Sledge and Company Wealth Advisors. It has 4 employees.
Leadership
Jamie SledgeManaging Member/CCO
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of Sledge and Company Wealth Advisors, LLC
Jamie Sledge
Control person · since June 2025
Sledge and Company Wealth Advisors’ regulatory assets grew Infinity× from $0 (May 2025) to $183M (April 2026); employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $183M | 200 | 4 | 1 |
| May 2025 | $0 | 0 | 3 | 1 |
Besides its headquarters, Sledge and Company Wealth Advisors has 0 offices, with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 115 W. State Avenue, High PointHQ
Contact and registration details
- Legal name
- Sledge and Company Wealth Advisors, LLC
- Headquarters
- 115 W. State Avenue, High Point, NC 27262
- Website
- sledgeandcompany.com
- Phone
- 336-889-3013
- SEC file
- 801-132809
- Structure
- North Carolina LLC
- Fiscal year end
- December
Sledge and Company Wealth Advisors uses SEI Investments Distribution ($183M) as custodian for its separately managed accounts. Sledge and Company Wealth Advisors has custody of $37.8M in client assets for 44 clients.
- SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $183M100%
At year end, Sledge and Company Wealth Advisors’ separately managed accounts were mostly in stocks (64%) and funds (19%).
What the accounts hold
- Stocks64%
- Funds19%
- Bonds12%
- State and local bonds5%
- Investment grade corporate bonds5%
- U.S. government and agency bonds2%
- Cash6%
How many clients does Sledge and Company Wealth Advisors have?
Sledge and Company Wealth Advisors has 200 clients and manages $183 million for them, as of April 2026. They include 141 individual clients, 53 high-net-worth individuals and 6 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026
What services does Sledge and Company Wealth Advisors offer?
Sledge and Company Wealth Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sledge and Company Wealth Advisors charge?
Sledge and Company Wealth Advisors charges 0.90%–1.40% a year for its Investment Advisory Services. The fee is billed in arrears, is negotiable and requires an account of at least $500,000.
Which custodians does Sledge and Company Wealth Advisors use?
Sledge and Company Wealth Advisors’ separately managed account assets are held at SEI Investments Distribution Co. (Oaks, PA), with $183M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026
How many financial advisors does Sledge and Company Wealth Advisors have?
Sledge and Company Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sledge and Company Wealth Advisors invest in?
At the end of its last fiscal year, Sledge and Company Wealth Advisors’ separately managed accounts held 64% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents, 5% state and local bonds, 5% investment grade corporate bonds and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Sledge and Company Wealth Advisors have a minimum investment?
Yes, Sledge and Company Wealth Advisors’ minimum account size for its Investment Advisory Services is $500K.
Who owns Sledge and Company Wealth Advisors?
Sledge and Company Wealth Advisors’ direct owner is Jamie Sledge (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 April 2026
How does Sledge and Company Wealth Advisors get paid?
Sledge and Company Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sledge and Company Wealth Advisors?
Sledge and Company Wealth Advisors’ main office is at 115 W. State Avenue, High Point, NC 27262. Its phone number is 336-889-3013. Its website is sledgeandcompany.com.