Skoufis Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$11,000,000
Total clients
40
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$275,000
About
Skoufis Capital Management provides discretionary investment management to high‑net‑worth individuals, trusts, estates, small businesses and charitable organizations; the firm’s client base does not include non‑high‑net‑worth retail individual clients. Services focus on portfolio management and related advisory work tailored to those account types.
The firm’s investment process centers on an interpretation of the CAN SLIM discipline, combining fundamental and technical analysis to identify growth‑oriented stocks and running concentrated, actively traded portfolios. Portfolios generally emphasize individual equities (with occasional use of OTC and foreign securities, options, mutual funds and ETFs), use a market filter that can increase cash allocation during downturns, and may include short positions.
Operating as a fee‑only, single‑advisor practice, the firm manages accounts on a discretionary basis, does not accept custody of client assets, and monitors accounts daily. Its combination of a certified CAN SLIM approach, concentrated/aggressive trading, and an explicit mechanism to move to full cash or short positions in corrections is atypical among similar small independent advisers.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Options & derivatives strategies
Fee options
$200,000 - $250,000: 2.00% annually $250,001 - $500,000: 1.80% annually $500,001 - $1,000,000: 1.60% annually $1,000,001+: 1.40% annually
Account minimum: $100,000 Fee-only: Fee-only advisor, compensated solely by clients, no commissions or other compensation from third parties
Main office location
Skoufis Capital Management
707 N Wells St, # 903
Chicago IL 60654, United States
Number of offices
1
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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