SGL Investment Advisors, Inc.

Overview

SGL Investment Advisors, Inc. is an SEC registered investment adviser based in Missoula, MT, registered since 2014. It reports $392M in assets under management across 1,236 accounts, with 7 employees. It has 8 investment adviser representatives.

Reported AUM

$392M

Discretionary

100%

Accounts

1,236

Average account

$317K

Employees

7

Advisory reps

8

Registered since

2014

Jurisdictions

16

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 7

• Scott Gregory Long Chairman of the Board CRD 1290706
• Darla Marie Felix Chief Financial Officer, Chief Compliance Officer CRD 5874509
• Bruce Anthony Costa Director CRD 6348002

4 more executive officers, with direct contact details

Advisory reps 3 of 8

• Joshua Paul Denney Registered Rep · Investment Adviser Rep CRD 5492542
• Joshua D Eder Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5104561
• Donald Gifford Gaumer Registered Rep · Investment Adviser Rep CRD 5270645

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

283 W Front St Ste 302
Missoula, MT 59802

County

Missoula

Metro area

Missoula, MT

Region

West

Registrations

• SEC registered
• Registered in 16 jurisdictions
• Website: sglinvestmentadvisors.com

Every state, with registration dates

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