Skipjack Financial

Overview

Skipjack Financial is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves a narrow client base of individuals and families, delivering financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Its fee model is client‑facing and advice‑centric, relying on hourly charges and fixed fees rather than asset‑based or performance fees. Investment activity tilts toward equities, with a clear preference for exchange‑traded instruments. Skipjack Financial identifies as an active ESG investor, indicating environmental, social or governance considerations are factored into investment selections and portfolio construction. The firm operates primarily on a non‑discretionary basis, which aligns with a consultative, client‑approved trading and rebalancing workflow rather than unilateral portfolio trading by the adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices