SKG Capital Advisors, LLC

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Client assets under management

$129,361,486

Clients

277

13% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$467,009

About

SKG Capital Advisors works primarily with individual and high‑net‑worth clients, and also provides services to corporations and small businesses. The firm delivers continuous, discretionary portfolio management through a wrap fee program and supplements investment management with integrated financial planning, pension consulting, and access to American Funds Class F-2 shares.

The firm tailors portfolios around clients’ stated objectives, time horizons and risk tolerances using a mix of fundamental, technical and asset‑allocation analysis and offers both traditional managed accounts and an ETF‑based option through Schwab’s Institutional Intelligent Portfolios™ platform. For the automated Program, SKG uses Schwab’s system to select strategies, implement automated rebalancing, and, when elected and eligible, provide tax‑loss harvesting; clients may exclude up to three ETFs from their allocated portfolio.

Noteworthy for a firm of its size, SKG acts as a sponsor of a wrap fee program and limits advisory services to that program, an arrangement that is statistically uncommon among peers. Management personnel are also licensed insurance agents who may receive customary commission compensation for insurance sales, a potential conflict the firm discloses and addresses in its policies and procedures.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Tax-loss harvesting General estate planning guidance Cash flow / budgeting

Fee options

Percentage

$50,000 - $1,499,999: 1.35% annually $1,500,000 - $2,999,999: 1.25% annually $3,000,000 - $4,999,999: 1.15% annually $5,000,000 - $9,999,999: 0.95% annually $10,000,000+: 0.50% annually

Other

Account minimum: $50,000 Minimum fee: Minimum annualized fee of $675 for Wrap Fee Program Fee-only: Wrap Fee Program fees as tiered above, Institutional Intelligent Portfolios at 0.95% annually, Pension Consulting at 0.5% annually, American Funds Class F-2 shares at 0.50% annually

Main office location

SKG Capital Advisors, LLC

6757 Academy Road, Ne, Suite A

Albuquerque NM 87109, United States

Number of offices

Most active in

Arizona · California · New Mexico · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Instagram Website (505) 856-5444

Advisors at this firm

Saxon K

CFP®, CFA®, Series 63, Series 65

Albuquerque, NM

SKG Capital Advisors, LLC

Saxon Knight is a CFP® and CFA® with 17 years of industry experience. He is a principal at SKG Capital Advisors, LLC in Albuquerque, NM, and has worked at Sklar Capital Advisors since 2017, as well as SSN Advisory Inc. and Securities Service Network since 2011. Knight is also licensed as an insurance agent offering long-term care products through a separate business. SKG Capital Advisors serves individuals, corporations, small businesses, and retirement plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes wrap-fee program delivery, combining customized wealth management and an automated ETF-based platform with features like automatic rebalancing and tax-loss harvesting.

Wealth management Tax-loss harvesting General estate planning guidance Cash flow / budgeting

Nicholas G

CFP®, Series 66

Albuquerque, NM

SKG Capital Advisors, LLC

Nicholas Gordon is a financial advisor at SKG Capital Advisors, LLC in Albuquerque, NM, holding CFP® and Series 66 designations with 13 years of industry experience. He has previously worked at Bold Financial Group and National Planning Corporation. Outside of his advisory role, he is also an insurance agent offering long-term care products. SKG Capital Advisors serves individuals, corporations, small businesses, and retirement plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes wrap-fee program delivery and combines customized wealth management with an automated ETF-based platform through Schwab Performance Technologies’ Institutional Intelligent Portfolios™.

Wealth management Tax-loss harvesting General estate planning guidance Cash flow / budgeting

Ronald S

Series 63, Series 65

Albuquerque, NM

SKG Capital Advisors, LLC

Ronald Sklar is a financial advisor with SKG Capital Advisors, LLC in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He previously worked at SSN Advisory Inc and Securities Service Network from 2009 to 2017. Outside of advisory services, he operates an insurance agency offering long-term care insurance, life insurance, and fixed annuities. SKG Capital Advisors serves individuals, including high-net-worth clients, corporations, small businesses, and retirement plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes a wrap-fee program delivery with an automated ETF-based investment platform and also offers pension-plan services and insurance solutions through licensed personnel.

Wealth management Tax-loss harvesting General estate planning guidance Cash flow / budgeting

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