Skyoak Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$665,893,885
Clients
428
Advisors
5
across 2 offices
About
SkyOak Wealth is a team-based registered investment adviser that serves individuals (including high net worth clients), families, corporate retirement plans, and other institutions with wealth management, investment management, comprehensive financial planning, family office and personal wealth manager services. The firm reports approximately $693 million in discretionary assets under management, is supported by a five-advisor team, and manages both proprietary portfolios and accounts run by third-party sub-advisers.
SkyOak’s investment approach is discretionary and customized, combining fundamental, technical and trend analysis within a core–satellite framework and providing ongoing monitoring, rebalancing and periodic reviews. Its platform includes proprietary actively managed strategies and separately managed accounts; the brochure describes alternative strategies such as managed futures and notes that, with client authorization, borrowing on margin may be employed in limited cases.
What is distinctive about SkyOak relative to many peers is the integration of actively traded proprietary models with outside separately managed accounts that can include alternative or leverage-related strategies — exposures the firm describes as selective and generally subject to client consent. The firm also combines family office and private wealth management services with corporate retirement plan advisory (including 3(21)/3(38) fiduciary roles), offering a broader mix of integrated services than some teams of similar scale.
Client services
Expertise
Occupation focus
Fee options
Initial financial plan fees from $1,500 to $10,000; flat fees may apply for other financial consultation or family office services
$0+: 0.050% $0+: to 1.95%
Insurance product commissions may be earned by licensed insurance agents within the firm
Financial planning or consulting hourly rate $200-$600; Private Wealth Manager hourly fee $300/hour minimum
Annual retainers for ongoing financial planning at 50% of initial plan cost; Private Wealth Manager retainer 25% of estimated total cost or annual fee
Account minimum: $200,000 Fee-only: Financial planning hourly fees $200-$600/hour; flat fees $1,500-$10,000 for initial financial plan; ongoing retainer 50% of initial plan cost; Private Wealth Manager hourly fee $300/hour minimum; PWM percentage of net worth fee 0.18% to 0.48%; PWM retainer 25% of estimated total cost or annual fee
Main office
See office28411 Northwestern Hwy, Suite 760
Southfield MI 48034
Advisors at this office
4
Offices (2)
Most active in
Arizona · California · Florida · Indiana · Michigan · Nevada · Ohio · Texas · Virginia
Also doing business as
Skyoak Wealth · Skyoak Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Don G
Series 66
Southfield, MI
Skyoak Wealth
Don Gill III is a financial advisor with Skyoak Wealth in Southfield, MI, holding a Series 66 designation and 10 years of industry experience. He has worked at Skyoak Wealth since 2019, following prior roles at BKS Advisors and Morgan Stanley. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and other institutions. The firm employs a discretionary, customized investment approach combining fundamental, technical, and trend analysis within a core–satellite framework, integrating proprietary active models with outside separately managed accounts and offering a mix of family office, private wealth management, and corporate retirement plan advisory services.
Jeremy B
Series 63, Series 65
Southfield, MI
Skyoak Wealth
Jeremy Brandt is a financial advisor with Skyoak Wealth, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Skyoak Wealth since 2019 and is also affiliated with Brandt, Kelly & Simmons Securities, LLC, where he has been involved since 2006. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and institutions with wealth management, investment management, financial planning, family office, and personal wealth management services. The firm employs a discretionary, customized investment approach integrating proprietary active strategies with outside managed accounts, including alternative and leverage-related strategies, and offers a mix of family office and retirement plan advisory services.
Craig S
Series 63, Series 65
Southfield, MI
Skyoak Wealth
Craig Simmons is a financial advisor with Skyoak Wealth, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Brandt, Kelly & Simmons Securities, LLC since 2002 and has been with Skyoak Wealth since 2019. Skyoak Wealth is a team-based registered investment adviser that serves individuals, families, corporate retirement plans, and other institutions with wealth management, investment management, comprehensive financial planning, and family office services. The firm employs a discretionary and customized investment approach that integrates proprietary actively managed strategies with outside separately managed accounts, offering a broader mix of integrated services than many teams of similar size.
Roger D
Series 63, Series 65
Naples, FL
Skyoak Wealth
Roger Denha is a financial advisor at Skyoak Wealth with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Bks Advisors, LLC and Brandt, Kelly & Simmons Securities, LLC from 2003 to 2018. Denha is currently not active in the industry since 2018. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and other institutions. The firm uses a discretionary, customized investment approach combining fundamental, technical, and trend analysis within a core–satellite framework, integrating proprietary actively managed strategies with outside separately managed accounts and offering a mix of family office, private wealth management, and corporate retirement plan advisory services.
Kenneth B
Series 63, Series 65
Southfield, MI
Skyoak Wealth
Kenneth Brandt is a financial advisor at Skyoak Wealth with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Brandt, Kelly & Simmons Securities, LLC since 2002. Skyoak Wealth is a team-based registered investment adviser serving individuals, families, corporate retirement plans, and institutions with wealth management, financial planning, and family office services. The firm manages approximately $693 million in discretionary assets through a combination of proprietary portfolios and third-party sub-advised accounts, employing a discretionary and customized investment approach that integrates actively managed strategies with selectively used alternative and leverage-related options.
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