SKG CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$129M
Discretionary
$129M
100% of AUM
Avg account
$467K
Accounts
277
Employees
3
Advisory reps
3

Firm details

Headquarters
ALBUQUERQUE, New Mexico
CRD number
286554
Registered since
June 2, 2022
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI59.66%
  • Individuals40.34%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

SKG Capital Advisors, LLC is an independent registered investment adviser operating as a limited liability company. The firm targets individual and family clients and delivers advisory services for smaller businesses and institutions, including financial planning, portfolio management and pension consulting. SKG Capital acts as an insurance broker in addition to its investment advisory work, which suggests it integrates insurance-based solutions (such as annuities and liability protection) into client plans where appropriate. On the investment side, the firm favors public funds and mutual funds as the backbone of client portfolios, while also using external third‑party alternative fund managers to provide diversification beyond core public markets. SKG charges fees based on a percentage of assets under management and does not position itself as a capital allocator; instead it accesses alternatives through outside managers and pooled products. The firm is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Cash & Cash Equivalents 19%, Exchange Traded Equities 6%75%
  • Public Funds/Mutual Funds75%
  • Cash & Cash Equivalents19%
  • Exchange Traded Equities6%

Contacts

3 of 3
  • RONALD SKLAR

    FounderCRD 1437514

  • NICHOLAS GORDON

    Vice President, Co-ownerCRD 6072499

  • SAXON KNIGHT

    PresidentCRD 5502472

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

ALBUQUERQUE, NM

BERNALILLO

Location

ALBUQUERQUE, NM

Headquartered in ALBUQUERQUE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.

Metro area
Albuquerque-Santa Fe-Las Vegas, NM
Region
West
County
BERNALILLO
Address
6757 Academy Rd NE
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth