SKadvisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SKadvisors is a small team advisory firm serving individual and high-net-worth clients through portfolio management and financial planning. The firm manages client assets on a discretionary basis and provides ongoing investment oversight and periodic plan reviews.
The firm’s investment process combines multiple methods — including fundamental, quantitative, technical, and cyclical analysis — to build diversified portfolios composed of equities, fixed income, mutual funds and ETFs. Asset-allocation frameworks used include modern portfolio theory, strategic and tactical allocation, core-satellite and value-oriented approaches, and portfolios are monitored against client objectives with regular reporting.
SKadvisors is notable for its affiliated professional practices: its principals maintain a full-service CPA firm and have an affiliated insurance agency that offers life, health and annuity products. These in-house accounting and insurance capabilities can streamline tax and implementation work for clients but are disclosed as creating potential conflicts of interest and time-management considerations (for example, during tax season) that clients should weigh when evaluating recommendations.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.10% annually $1,000,001 - $5,000,000: 1.00% annually $5,000,001+: 0.50% annually
Up to $450 per hour for initial financial planning engagement (negotiable)
Account minimum: $200,000 minimum initial investment
Main office
See officeMaitland FL
Advisors at this office
2
Most active in
Florida
Also doing business as
Skadvisors, LLC · Veritas Wealth Management, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
Forms ADV
Advisors at this firm
Tanner S
Series 63, Series 65
Maitland, FL
SKadvisors, LLC
Tanner Stanley is a financial advisor at SKadvisors, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at StoneX Financial Inc. and INTL FCStone Financial, Inc. Outside of advisory roles, his background includes time with the Kansas City Royals. SKadvisors is a small team advisory firm serving individual and high-net-worth clients through portfolio management and financial planning. The firm uses a multi-method investment process and offers integrated accounting and insurance services through affiliated professional practices.
Kenneth S
Series 63, Series 65
Maitland, FL
SKadvisors, LLC
Kenneth Simon is a financial advisor at SKadvisors, LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has a background that includes founding and operating his own CPA firm since 1987, as well as experience with Lincoln Investment Planning, Inc. from 1991 to 2024. In addition to his advisory work, he is involved in affiliated professional practices including a CPA firm and an insurance agency. SKadvisors is a small team advisory firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm employs a multi-method investment process and manages client assets on a discretionary basis, integrating in-house accounting and insurance services to support tax and implementation needs.
Bruce K
Series 65
Orlando, FL
SKadvisors, LLC
Bruce Kelvington is a financial advisor at SKadvisors, LLC with 25 years of industry experience. He holds a Series 65 designation and also serves as a CPA and managing member of CFO Outsourcing Group, LLC, an accounting and bookkeeping firm. Kelvington has been involved with SKadvisors since 2004 and with Simon, Kelvington & Shealy, LLC, another accounting firm, since 2008. SKadvisors is a small team advisory firm serving individual and high-net-worth clients through portfolio management and financial planning. The firm employs a multi-method investment approach and manages client assets on a discretionary basis, integrating in-house accounting and insurance services to support client needs.
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