Skoufis Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Skoufis Capital Management provides discretionary investment management to high‑net‑worth individuals, trusts, estates, small businesses and charitable organizations; the firm’s client base does not include non‑high‑net‑worth retail individual clients. Services focus on portfolio management and related advisory work tailored to those account types.
The firm’s investment process centers on an interpretation of the CAN SLIM discipline, combining fundamental and technical analysis to identify growth‑oriented stocks and running concentrated, actively traded portfolios. Portfolios generally emphasize individual equities (with occasional use of OTC and foreign securities, options, mutual funds and ETFs), use a market filter that can increase cash allocation during downturns, and may include short positions.
Operating as a fee‑only, single‑advisor practice, the firm manages accounts on a discretionary basis, does not accept custody of client assets, and monitors accounts daily. Its combination of a certified CAN SLIM approach, concentrated/aggressive trading, and an explicit mechanism to move to full cash or short positions in corrections is atypical among similar small independent advisers.
Client services
Expertise
Fee options
$200,000 - $250,000: 2.00% annually $250,001 - $500,000: 1.80% annually $500,001 - $1,000,000: 1.60% annually $1,000,001+: 1.40% annually
Account minimum: $100,000 Fee-only: Fee-only advisor, compensated solely by clients, no commissions or other compensation from third parties
Main office
868 N Wells St., #1013
Chicago IL 60610-3676
Advisors at this office
1
Most active in
Illinois
Also doing business as
Peter Skoufis Capital Management · Skoufis Capital Management · Skoufis Capital Management, Inc.
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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