S
SKG Investment Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$30,000,000
Total clients
30
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$1,000,000
About
SKG Investment Services serves high-net-worth individuals, trusts, estates, and charitable organizations, overseeing approximately $30 million of client assets that are managed by third-party money managers. The firm’s services focus on the selection and ongoing monitoring of independent registered investment advisers and on helping establish each client’s Personal Investment Policy Statement.
The firm’s investment process emphasizes due diligence on third-party managers—examining investment philosophies, holdings, past performance, and business/compliance practices—and uses fundamental analysis as part of its evaluation. Management relationships are primarily non-discretionary: SKG recommends and monitors managers but generally does not direct daily trading or vote proxies on client accounts.
Notable and uncommon features for an independent adviser include an affiliation with an accounting firm whose owner is also active in providing accounting and tax services, with reciprocal referrals disclosed to clients and steps taken to address the resulting conflicts of interest. The firm is compensated by the recommended money managers (rather than solely by direct client billing) and does not provide direct portfolio management for individual non‑HNW clients.
Client services
Selection of other advisers
Expertise
Wealth management
Main office location
SKG Investment Services, LLC
2150 No 107 Th St, Suite 470
Seattle WA 98133, United States
Number of offices
1
Most active in
SKG Investment Services, LLC has reported serving >5 clients in these states in the last 12 months.
Washington
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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