William Roane Skeeters, Inc.

William Roane Skeeters, Inc. provides investment advisory services to individuals, high‑net‑worth clients and trust programs, managing approximately $28.7 million across about 79 client relationships. The firm offers both discretionary and non‑discretionary management of mutual funds, variable insurance subaccounts and exchange‑traded funds, along with asset allocation, market‑timing risk management and selection of other advisors.

The firm’s investment process emphasizes broad market analysis and technical tools, drawing on outside analyst input and typically resulting in two to six portfolio repositionings per year. Advisors review accounts on a quarterly basis (and more often as market conditions warrant) and operate without taking custody of client assets, executing under documented discretionary or non‑discretionary authority for mutual fund and variable annuity subaccounts.

The firm’s combination of roles is a notable distinction: its advisors are registered representatives of Lincoln Investment and also act as insurance brokers/agents, with disclosed affiliations to insurance entities (e.g., Morrell‑Skeeters) and Capital Analysts. Because the advisors transact as brokers and insurance agents in addition to providing advisory services, the firm receives commissions, trail/12b‑1 fees and referral fees in addition to advisory fees, and it discloses how those arrangements and potential conflicts are managed (including credits or refunds of certain distribution fees).