A complete list of active advisors currently associated with Skill Capital Management
Warmer can help you find a great advisor at Skill Capital Management or one who fits your needs even better.
Skill Capital Management serves individual clients through discretionary portfolio management, typically placing client assets in Vanguard index mutual funds to provide exposure to U.S. and international equities and U.S. investment‑grade fixed income. The firm’s brochure reports $25,395,432 in assets under management as of 12/31/22 and emphasizes that each client maintains a separate account that is not commingled. The firm operates a menu of model portfolio types (100% stock, 75/25, 50/50, 25/75) built from four or five Vanguard index funds plus a Schwab money market fund, and it uses a predetermined model to rebalance client allocations four times per year. SCM will consider customized portfolio requests outside its standard types and generally expects clients not to impose security‑level restrictions because it predominantly invests in mutual funds. Notably, while the brochure stresses separate accounts and states the firm does not aggregate trade orders across clients, the ADV table of contents includes sections that would pertain to pooled investment vehicles and performance‑based fee arrangements, though the main text does not describe fund‑sponsoring activity and Item 10 reports no other industry affiliations. The firm also discloses long‑standing registration since 2008 and sole ownership by its founder, combining a narrow, fund‑only investment approach with operational practices (no trade aggregation, standardized model portfolios) that distinguish it from many peers.
To learn more about the advisors currently working at Skill Capital Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Baltimore, MD
| 4
|
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