SKOUFIS CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$11M
Discretionary
$11M
100% of AUM
Avg account
$275K
Accounts
40
Employees
1
Advisory reps
1

Firm details

Headquarters
CHICAGO, Illinois
CRD number
156140
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Skoufis Capital Management operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm is structured to cater to a client base that includes both individual investors and families. Skoufis Capital Management employs a fee structure based on a percentage of assets under management, aligning its interests with those of its clients. While the firm does not actively engage in ESG investing, it has carved out a niche in managing investments for a select clientele.

Assets & Accounts

Public Holdings

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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • PETER SKOUFIS

    Managing PrincipalCRD 5039702

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
707 N Wells St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth