Skidmore Advisory Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,766,623
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
11
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
11
Average account size
$615,148
About
Skidmore Advisory Services provides personalized financial planning and asset management to individuals, trusts, estates, charitable organizations, schools/political sub‑divisions and small businesses. The firm offers both discretionary and non‑discretionary portfolio management and delivers one‑time or ongoing financial planning covering cash flow, tax, retirement and estate topics.
Investment programs are tailored to each client’s stated objectives and risk tolerance, using fundamental analysis and third‑party research; strategies described in the brochure include long‑term and shorter‑term equity positions, trading and option strategies where appropriate. Accounts are reviewed at least quarterly and written financial plans are completed and delivered within stated timeframes, with additional reviews triggered by changes in tax law, investment information or client circumstances.
Notable distinctions include an affiliation between the firm’s principal and a separate CPA/accounting practice, with the firm disclosing that the accounting practice provides tax preparation and related services and that the principal spends a portion of time on those activities; the firm also offers to prepare an individual tax return at no charge for certain managed‑account households. The brochure also discloses an affiliation with a property management company and identifies schools/political sub‑divisions among its client types, items the firm treats as potential conflicts of interest and discloses in its compliance procedures.
Client services
Financial planning
Portfolio management
Expertise
Income planning
General tax planning
Options & derivatives strategies
Fee options
up to 1.25% annually (negotiable)
$150 per hour for financial planning and consulting
Main office location
Skidmore Advisory Services, Inc.
1970 S. Lafayette St.
Denver CO 80210, United States
Number of offices
1
Most active in
Skidmore Advisory Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Colorado
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
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