Albuquerque, NM Academy Road, NE Office
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SKG Capital Advisors, LLC
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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.
Based on SKG Capital Advisors, LLC
Expertise
Based on SKG Capital Advisors, LLC
Location
6757 Academy Road, NE, Suite A
Albuquerque NM 87109
Advisors at this office
2
Advisors at this office
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, currently serving at SKG Capital Advisors, LLC in Albuquerque, NM. He has worked at Sklar Capital Advisors since 2017 and has prior experience at Securities Service Network, SSN Advisory Inc., and Mass Mutual Investors Services. Knight is also licensed as an insurance agent offering long-term care products. SKG Capital Advisors primarily serves individual and high-net-worth clients, as well as corporations and small businesses, providing discretionary portfolio management through a wrap fee program. The firm employs a combination of fundamental, technical, and asset-allocation analysis to tailor portfolios and offers both traditional managed accounts and an ETF-based automated option through Schwab’s Institutional Intelligent Portfolios™ platform.
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.
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