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- Custodian
- Charles Schwab & Company · TD Ameritrade · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-31-2016
- Office Locations
- 1
Office Locations
About ALL Terrain Financial Advisors
All Terrain Financial Advisors is an independent, fee-based SEC-registered RIA providing fiduciary wealth management for affluent individuals and families, trustees, and charitable entities (foundations/endowments). Services include discretionary and non-discretionary portfolio management plus ongoing trading and financial consulting. The firm runs equity-led, long-term portfolios with disciplined risk management (hedging, diversification, income and tax-sensitive techniques) and, when appropriate, alternatives such as private placements and derivatives. Custodied at Charles Schwab.
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Owner & Executives
BRIAN JAMES SKOLTE
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4570823
- Ownership
- 75% or more
JOSEPH LEE VAN DAM
Chief Compliance Officer
- CRD
- #6262795
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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WILLIAM HENRY FONDELL
Portfolio Manager
- CRD
- #6275795
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $367,434,193 | $599,403 |
| Non-Discretionary | $11,744,373 | $533,835 |
| Total | $379,178,566 | $597,132 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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