SKA FINANCIAL SERVICES,INC.

RIASEC RegisteredEst. 2022

Total AUM

$159M

Discretionary

$159M

100% of AUM

Avg account

$266K

Accounts

598

Employees

Advisory reps

Firm details

Headquarters: FAIRVIEW PARK, Ohio
CRD number: 107348
Registered since: February 25, 2022
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI63.25%
Individuals28.63%
Pension & Profit Sharing Plans5.3%
Corporations / Businesses2.82%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

SKA Financial Services, Inc. is a privately owned corporate RIA that registered with the SEC in 2022 and serves both individual/family and institutional clients. Its core services are financial planning and discretionary portfolio management for individuals, small businesses and larger business or institutional clients; the firm also provides pension consulting. Compensation mixes include percentage-of-AUM fees alongside hourly and fixed-fee arrangements, allowing flexibility for project work and ongoing advisory mandates. In practice SKA Financial Services leans toward discretionary management, deploying third-party mutual funds and commingled public funds as primary investment vehicles. The firm is not positioned as an ESG-focused investor and is not set up as a multi-state advisory platform. SKA maintains industry relationships with broker-dealers and accounting firms that support its advisory work rather than acting as a capital allocator or running a related-adviser structure.