SKA Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$146,179,064
Clients
217
Advisors
1
of 1 employees
About
SKA Financial Services provides investment advisory and financial planning services to individuals as well as closely held businesses, corporations, trusts, estates, charitable organizations, and pension and profit‑sharing plans. The firm manages approximately $159 million for about 217 clients and operates as a solo advisor, producing an unusually high client load per advisor for its peer group.
The firm customizes account profiles to client goals and may manage accounts on a discretionary or non‑discretionary basis, with regular account reviews and periodic written reporting. Its investment process combines fundamental and technical analysis and can include long‑term and short‑term positions, short sales, margin transactions, and option strategies, with attention to the higher transaction and timing risks those strategies entail.
SKA is notable for affiliations with a broker‑dealer and with an accounting firm and for having officers who are licensed to sell insurance and securities; the brochure discloses these relationships and the firm’s procedures to address related conflicts of interest. The firm also offers pension consulting and institutional portfolio management alongside corporate client services, capabilities that are less common among independent, single‑advisor practices.
Client services
Expertise
Occupation focus
Fee options
Fixed fees charged on a project basis, negotiated per engagement
$0 - $50,000: 0.40% paid quarterly $50,001 - $250,000: 0.30% paid quarterly $250,001 - $1,000,000: 0.25% paid quarterly $1,000,001+: 0.20% paid quarterly
$50 to $150 per hour, discounted rates for extended engagements
Fee-only: Hourly rates ranging from $50 to $150 with discounted rates for extended engagements; fixed fees negotiated per project
Main office
22725 Fairview Center Dr #100
Fairview Park OH 44126
Advisors at this office
1
Most active in
Florida · New Hampshire · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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