Slw Investment Management, Llc
- Regulatory AUM
- $464M
- Discretionary
- $464M
- Clients
- 2
- Avg AUM / client
- $232M
- Accounts
- 2
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jun 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $464M | 100.0% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Massey, Greg | Owner | Feb 1998 (29y) | ≈ 28.13% – 75% via First United Bank And Trust Company | |
| Ahn, Vincent | Portfolio Manager | Jun 2024 (2y) | Less than 5% | |
| Canon, Kenneth, Scott | President | Jun 2024 (2y) | Less than 5% | |
| Mcdowell, Wesley, Campbell | General Counsel And Chief Compliance Officer | Jun 2024 (2y) | Less than 5% | |
| Thompson, Iii, Joseph, Whitaker | Cfo/Coo | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ranger Asset Management Company, Llc | Sole Managing Member | Jun 2024 | A | 75% or more |
| First United Bank And Trust Company | Member | Mar 2023 | B | ≈ 56.25% – 100% via Ranger Asset Management Company, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Massey, Greg: 50% – 75% of First United Bank And Trust Company × 75% – 100% of Ranger Asset Management Company, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- First United Bank And Trust Company: 75% – 100% of Ranger Asset Management Company, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2026.
View current Form ADV (SEC/IAPD) ↗