SKB ADVISORY, LLC

Overview

SKB Advisory, LLC is a small, owner-operated advisory firm that combines accounting services with investment advisory work for individuals, families and institutional clients. The firm charges fees as a percentage of assets under management and offers portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. SKB Advisory does not position itself as an ESG-focused allocator and does not operate as a multi-state adviser. Investment activity centers on publicly traded equities as the primary allocation tool, with managers favoring exchange-traded instruments for core exposure. The firm supplements equity exposure with mutual funds and uses third-party managers when accessing alternative strategies. Given the mix of discretionary and non-discretionary relationships, SKB Advisory appears to blend client-directed accounts with advisor-led portfolios, which supports both tailored advice and model-driven implementations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices