SK ADVISOR NETWORK, LLC

RIASEC RegisteredEst. 2021
Total AUM
$272M
Discretionary
$271M
100% of AUM
Avg account
$471K
Accounts
576
Employees
2
Advisory reps
2

Firm details

Headquarters
Plano, Texas
CRD number
317533
Registered since
December 13, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Public Funds/Mutual Funds 9%, Cash & Cash Equivalents 6%, US Government Bonds 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%82%
  • Exchange Traded Equities82%
  • Public Funds/Mutual Funds9%
  • Cash & Cash Equivalents6%
  • US Government Bonds2%
  • State & Local Bonds1%

Contacts

2 of 2
  • KEVIN FLOYD

    FounderCRD 5593632

  • JOHN HETZEL

    Founding PrincipalCRD 4147688

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth