SKG CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- ALBUQUERQUE, New Mexico
- CRD number
- 286554
- Registered since
- June 2, 2022
- Website
- skgadvisors.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Cash & Cash Equivalents19%
- Exchange Traded Equities6%
Contacts
3 of 3RONALD SKLAR
FounderCRD 1437514
NICHOLAS GORDON
Vice President, Co-ownerCRD 6072499
SAXON KNIGHT
PresidentCRD 5502472
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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