SK ADVISOR NETWORK, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 317533
- Registered since
- December 13, 2021
- Website
- www.skadvisornetwork.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.03%
- Individuals6.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
SK Advisor Network, LLC is an independent registered investment adviser that markets itself to individuals and families, with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm, SEC-registered in 2021 and owned by an individual, runs a fee schedule that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing portfolio relationships and project-based planning work. Investment activity is tilted toward public equities: the firm shows a clear preference for exchange-traded securities and uses discretionary authority for the vast majority of client assets. SK Advisor Network does not identify as an active ESG investor and operates without a multi-state advisory footprint. It is not structured as a capital allocator; when it places capital in alternatives it does so through third-party external managers rather than by sponsoring or seeding proprietary funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- Public Funds/Mutual Funds9%
- Cash & Cash Equivalents6%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
2 of 2KEVIN FLOYD
FounderCRD 5593632
JOHN HETZEL
Founding PrincipalCRD 4147688
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 8105 Rasor Blvd
- Time zone
- CT (UTC-6)
- Office locations
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