$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-10-2025
- Office Locations
- 1
Office Locations
-- Fillmore IN
About Best Case Financial
Best Case Financial is a Fillmore-based RIA. The firm has been operating for 1 years. Managing $1.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$265.2K AVG AUM / CLIENT
1.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
Alan Christopher Skillern
Chief Compliance Officer, Owner
- CRD
- #7387512
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,326,203 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,326,203 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Equity - OTC:
Available Corporate - Investment Grade:
Available Public Funds:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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