SKELA FINANCIAL

Overview

Skela Financial is structured as a limited liability company that acts as an investment advisor and capital allocator to private clients and small institutions. The firm offers financial planning, discretionary portfolio management for individuals and small businesses, portfolio management services for businesses or institutions, and the selection of third‑party advisers and managers. Its pricing options include a percentage-of-assets fee schedule as well as hourly and fixed-fee arrangements, reflecting a mix of recurring and project-based billing. The firm identifies as a non-ESG active investor and is not organized as a multi-state adviser. It is neither a pension consultant nor explicitly tied to a related-adviser structure in the available material.

Investments & Alternatives

Location & Offices