A complete list of active advisors currently associated with SKG Capital Advisors, LLC

Warmer can help you find a great advisor at SKG Capital Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at SKG Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse SKG Capital Advisors, LLC's office locations.