Skba Capital Management, LLC

CRD#108542
Investment Advisor Firm

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Overview

Skba Capital Management, LLC operates as a financial advisor company headquartered in San Francisco, California. Skba Capital Management, LLC oversees $590.9 million in assets over 28 client accounts, making it one of the larger firms in the country by assets under management (AUM). Skba Capital Management, LLC has a small group, including 6 financial advisors. Skba Capital Management, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like bonds, stocks and options.

Skba Capital Management, LLC manages all of the firm's accounts in a discretionary manner. Discretionary management means that a portfolio manager makes buy and sell decisions for the client's account without needing the client's permission. Skba Capital Management, LLC's average account size is $21.1 million. The average advisor at Skba Capital Management, LLC oversees around five client accounts, making it one of the most individualized financial advisor firms in the country.

Skba Capital Management, LLC's central office is at 601 California St., Suite 1500, San Francisco, California 94108-2805. The company is legally allowed to provide services to investors in the state of California.

Assets Under Management

$590.9 million

Number of Advisors

6

Disclosures

No

Office Location

601 California St., Suite 1500
San Francisco, CA 94108-2805

Skba Capital Management, LLC by the Numbers

Total Assets Under Management

$590.9 million

National Average: $8.6 billion
Total Number of Employees

10

National Average: 64
Total Number of Accounts

28

National Average: 375,227
Average Account Size

$21.1 million

National Average: $23.0 thousand
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Fee Structure

Fees charged by financial advisors typically are based on which service is offered. Fee types charged by Skba Capital Management, LLC can be comprised of the following fee types: asset-based or other. Skba Capital Management, LLC does not supply a wrap fee program, in which the company offers a service bundle for a comprehensive fee.

Available

  • Offered by 69% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 1% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 32% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

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Types of Clients

The firm provides services to retail investors, high net worth investors, investment companies and state or municipal government entities. Out of its 28 clients, Skba Capital Management, LLC's largest client group by number of accounts is retail investors, though it also caters to eight high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 32%
  • Other Individuals - 40%
  • Corporations - 28%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Skba Capital Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Skba Capital Management, LLC

Thomas Hiester
San Francisco, CA
Matthew Segura
San Francisco, CA
Evan Ke
San Francisco, CA
Joshua Rothe
San Francisco, CA
Andrew Bischel
San Francisco, CA

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