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Peter Skoufis

Advisor at Skoufis Capital Management

Updated today
Skoufis Capital Management logo

Firm

Skoufis Capital Management

Location

Chicago, IL 60654

Credentials

Series 66

Industry experience

18 years

About

Peter Skoufis is the sole advisor at Skoufis Capital Management in Chicago, IL. He holds a Series 66 designation and has 17 years of industry experience, including 15 years leading his independent firm since 2011. Skoufis Capital Management provides discretionary investment management to high-net-worth individuals, trusts, estates, small businesses, and charitable organizations. The firm applies a CAN SLIM-based investment process focused on growth-oriented stocks, managing concentrated and actively traded portfolios with the ability to adjust cash allocations and take short positions during market downturns.

Client services

Based on Skoufis Capital Management

Portfolio management

Expertise

Based on Skoufis Capital Management

Active portfolio management Concentrated stock management Options & derivatives strategies

Fee options

Percentage

$200,000 - $250,000: 2.00% annually $250,001 - $500,000: 1.80% annually $500,001 - $1,000,000: 1.60% annually $1,000,001+: 1.40% annually

Other

Account minimum: $100,000 Fee-only: Fee-only advisor, compensated solely by clients, no commissions or other compensation from third parties

Location

707 N Wells St, # 903

Chicago, IL 60654

Most active in

Illinois

Work history

Skoufis Capital Management

2011 - Present (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
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Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies Executive
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Brian W

Series 65

Chicago, IL

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Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning

Brett W

CFP®

Brookfield, IL

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At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
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Michael C

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College savings (529s, UTMA, etc.) Cash flow / budgeting
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