SKG Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$129,361,486
Total clients
277
13% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
92
Average account size
$467,009
About
SKG Capital Advisors works primarily with individual and high‑net‑worth clients, and also provides services to corporations and small businesses. The firm delivers continuous, discretionary portfolio management through a wrap fee program and supplements investment management with integrated financial planning, pension consulting, and access to American Funds Class F-2 shares.
The firm tailors portfolios around clients’ stated objectives, time horizons and risk tolerances using a mix of fundamental, technical and asset‑allocation analysis and offers both traditional managed accounts and an ETF‑based option through Schwab’s Institutional Intelligent Portfolios™ platform. For the automated Program, SKG uses Schwab’s system to select strategies, implement automated rebalancing, and, when elected and eligible, provide tax‑loss harvesting; clients may exclude up to three ETFs from their allocated portfolio.
Noteworthy for a firm of its size, SKG acts as a sponsor of a wrap fee program and limits advisory services to that program, an arrangement that is statistically uncommon among peers. Management personnel are also licensed insurance agents who may receive customary commission compensation for insurance sales, a potential conflict the firm discloses and addresses in its policies and procedures.
Client services
Expertise
Fee options
$50,000 - $1,499,999: 1.35% annually $1,500,000 - $2,999,999: 1.25% annually $3,000,000 - $4,999,999: 1.15% annually $5,000,000 - $9,999,999: 0.95% annually $10,000,000+: 0.50% annually
Account minimum: $50,000 Minimum fee: Minimum annualized fee of $675 for Wrap Fee Program Fee-only: Wrap Fee Program fees as tiered above, Institutional Intelligent Portfolios at 0.95% annually, Pension Consulting at 0.5% annually, American Funds Class F-2 shares at 0.50% annually
Main office location
SKG Capital Advisors, LLC
6757 Academy Road, Ne, Suite A
Albuquerque NM 87109, United States
Number of offices
1
Most active in
Arizona · California · New Mexico · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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