S
SKA Financial Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$146,179,064
This total excludes 12 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
217
19% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
217
Very HighAverage account size
$673,636
About
SKA Financial Services provides investment advisory and financial planning services to individuals as well as closely held businesses, corporations, trusts, estates, charitable organizations, and pension and profit‑sharing plans. The firm manages approximately $159 million for about 217 clients and operates as a solo advisor, producing an unusually high client load per advisor for its peer group.
The firm customizes account profiles to client goals and may manage accounts on a discretionary or non‑discretionary basis, with regular account reviews and periodic written reporting. Its investment process combines fundamental and technical analysis and can include long‑term and short‑term positions, short sales, margin transactions, and option strategies, with attention to the higher transaction and timing risks those strategies entail.
SKA is notable for affiliations with a broker‑dealer and with an accounting firm and for having officers who are licensed to sell insurance and securities; the brochure discloses these relationships and the firm’s procedures to address related conflicts of interest. The firm also offers pension consulting and institutional portfolio management alongside corporate client services, capabilities that are less common among independent, single‑advisor practices.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Income planning
Life insurance needs analysis
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees charged on a project basis, negotiated per engagement
$0 - $50,000: 0.40% paid quarterly $50,001 - $250,000: 0.30% paid quarterly $250,001 - $1,000,000: 0.25% paid quarterly $1,000,001+: 0.20% paid quarterly
$50 to $150 per hour, discounted rates for extended engagements
Fee-only: Hourly rates ranging from $50 to $150 with discounted rates for extended engagements; fixed fees negotiated per project
Main office location
SKA Financial Services, Inc.
22725 Fairview Center Dr #100
Fairview Park OH 44126, United States
Number of offices
1
Most active in
SKA Financial Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · New Hampshire · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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