S
SKB Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,394,503
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$154,945
About
SKB Advisory, LLC provides investment supervisory services and financial planning to a mix of individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm also offers employer benefit plan services and educational seminars, and implements client portfolios in coordination with a third‑party money manager.
The firm's investment approach emphasizes fundamental, value‑driven analysis—seeking companies with strong balance sheets, dependable earnings, dividend growth, and international exposure—and favors long‑term holdings bought with a margin of safety; options strategies such as covered calls are used only occasionally. Portfolios are managed under client investment policy statements and the brochure indicates the firm supervises both discretionary and a materially larger amount of non‑discretionary assets ($142,586 discretionary vs. $358,004 non‑discretionary as of March 13, 2024).
Noteworthy distinctions include an affiliation with an accounting practice: the firm’s principal directs a public accounting business, and the adviser is affiliated with an accounting firm, an arrangement the brochure highlights as uncommon among similar independent advisers. The firm’s engagement in pension consulting and work for pension/profit‑sharing and other institutional clients further sets it apart from many peers of its size.
Client services
Portfolio management
Pension consulting
Expertise
Income planning
General tax planning
Retirement plans for business owners (SEP, solo 401k)
Options & derivatives strategies
Cash flow / budgeting
Fee options
$0 - $3,000,000: 1.50% total annual fee (0.75% to SKB ADVISORY + 0.75% to CPS) $3,000,001 - $5,000,000: 1.00% total annual fee (0.50% to SKB ADVISORY + 0.50% to CPS) $5,000,001+: 0.75% total annual fee (0.375% to SKB ADVISORY + 0.375% to CPS) $0 - $100,000: 1.35% $100,000 - $500,000: 1.25% $500,001 - $1,000,000: 0.90% $1,000,000+: 0.75%
Fee-only: Fee-only advisory services, no commissions or performance fees
Main office location
SKB Advisory, LLC
1035 Dairy Ashford Rd, Suite 315
Houston TX 77079, United States
Number of offices
2
Most active in
SKB Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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