Skylid Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,452,407
Clients
21
57% 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
21
TypicalAverage account size
$831,067
About
Skylid Capital Management, Inc. provides ongoing discretionary portfolio management to individual and high‑net‑worth clients under written Investment Policy Statements and typically accepts accounts at or above a $400,000 minimum. Services include asset allocation and selection across equities, ETFs (including precious‑metal ETFs), real estate funds/REITs, commodities, non‑U.S. securities, and options-based strategies.
The firm’s investment process combines charting, fundamental, technical and quantitative analysis and is implemented through long‑term, short‑term and options trading; SCMI generally seeks discretionary authority to execute transactions without prior client approval. SCMI requires clients to custody assets at Interactive Brokers, issues quarterly custodian reports, and discloses the receipt of research or services from custodians (soft‑dollar benefits).
Compared with many solo independent advisers, SCMI explicitly uses options strategies in client accounts — including covered, uncovered and spread positions — and discloses the higher risks of those derivatives. The principal also teaches public options and marketing courses and notes that students may become clients (a disclosed conflict), the firm advertises historical performance information in client‑facing materials, and it does not aggregate trades across clients, all of which are less common among peers.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Fee options
$400,000 - $999,999: 2.00% $1M - $2M: 1.50% $2M - $5M: 1.375% $5M - $7.5M: 1.25% $7.5M - $10M: 1.125% $10M - $20M: 1.00% Over $20M+: Negotiable
Account minimum: $400,000
Main office location
Skylid Capital Management, Inc.
Sandy UT, United States
Number of offices
1
Most active in
Skylid Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Utah
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
Advisors at this firm
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