Skba Capital Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Skba Capital Management, LLC
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
Number of Advisors
Disclosures
Office Location
Skba Capital Management, LLC by the Numbers
$590.9 million
10
28
$21.1 million
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
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Skba Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Skba Capital Management, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.