Skadvisors, LLC

Overview

Skadvisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model is a mix of percentage-of-AUM billing and hourly charges. Skadvisors does not identify as an active ESG investor and is not set up as a multi-state or capital-allocating adviser. The firm lists industry ties to accounting and insurance firms, which suggests it coordinates with professional advisers when structuring client plans. Its advisory focus is advisory and planning rather than operating as a multi-manager allocator or pension consultant.

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Public Holdings

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Location & Offices