Don A. Slabaugh, LLC

Don A. Slabaugh, LLC provides discretionary portfolio management primarily for individual investors and households, including IRAs, trusts, and self-directed pension accounts. The firm reports managing roughly $34.2 million across about 44 client accounts and generally serves clients with combined account minimums around $100,000, with occasional exceptions for prospective investors expected to add funds.

The firm concentrates on equities—mostly common stock with a preference for mid-to-large-cap names—and typically holds about 10 to 20 positions per portfolio. Investment decisions combine fundamental analysis (seeking stocks supported by an analyst consensus and potential dividend yields above risk-free rates) with technical charting to inform timing, and the manager generally exercises discretion over trades without prior client contact.

Noteworthy features relative to peers include the deliberate concentration of portfolios and a willingness to let individual holdings grow into large weightings rather than trimming winners routinely, which can increase volatility. The firm also documents its practices with a written Code of Ethics and a restricted trading list, communicates with clients via a public website and blog, declines performance-based fees and soft-dollar research arrangements, and uses trade aggregation (bunching) when executing client orders.