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- Custodian
- Charles Schwab & Company ยท Stonex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-04-2005
- Office Locations
- 2
Office Locations
About Skadvisors, LLC
SKadvisors is an independent, privately owned, fee-only RIA in Florida led by CPAs and fiduciary advisors. The firm integrates tax planning with retirement planning, financial planning, and tax-aware investment management. Portfolios skew heavily to ETFs and public funds, with custody at Charles Schwab. No commissions or product compensation; paid only by clients.
Team overview
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Owner & Executives
BRUCE DARYL KELVINGTON
Advisor, Chief Compliance Officer, Managing Member, President
- CRD
- #4561725
- Ownership
- 25% but less than 50%
KENNETH ALAN SIMON
Managing Member, Managing Partner
- CRD
- #2196854
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Tanner Jeffrey Stanley
Associate
- CRD
- #6846587
Showing 1 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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