S
Skinner Advisory, LTD.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$22,122,487
Clients
37
14% 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
37
HighAverage account size
$597,905
About
Skinner Advisory is a fee-only registered investment adviser that primarily serves individual clients, managing taxable accounts, qualified retirement accounts, and revocable living trusts, and it occasionally advises corporate pension and profit-sharing plans. The firm provides discretionary portfolio management, investment advice, and limited consulting on income tax and estate planning.
The firm invests almost exclusively in no‑load mutual funds and exchange-traded funds, relying on Morningstar data, fund filings, and manager presentations to evaluate funds for long‑term, risk‑adjusted performance and alignment of interests. Portfolios are reviewed monthly by the advisor, with quarterly written reports to clients and an annual conference to reassess objectives and allocation changes.
Distinctive features include its small scale — approximately $22.1 million in assets under management across 37 client relationships — and operation by a single, CPA‑credentialed adviser with multi‑decade experience and professional securities qualifications. The firm also provides very limited tax preparation and representation while maintaining a Code of Ethics, avoids soft‑dollar arrangements, permits firm personnel to trade the same publicly traded securities recommended to clients, and does not take custody of client assets.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
General estate planning guidance
Fee options
1% per annum, billed quarterly
Account minimum: $250,000 Fee-only: Investment advisory fees only; no commissions or other compensation
Main office location
Skinner Advisory, LTD.
Wheaton IL, United States
Number of offices
1
Most active in
Skinner Advisory, LTD. has reported serving >5 clients in these states in the last 12 months.
Illinois
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 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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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.
Forms ADV
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