Skoufis Capital Management

RIASEC Registered
Total AUM
$17M
Discretionary
$17M
100% of AUM
Avg account
$425K
Accounts
40
Employees
1
Advisory reps
1

Firm details

Headquarters
Chicago, Illinois
CRD number
156140
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Skoufis Capital Management is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on portfolio management for individuals and small businesses and bills clients on a percentage-of-assets-under-management basis. Its client base is centered on individual and family investors rather than institutions or pension plans. The adviser does not present itself as an ESG-focused manager, is not a multi-state adviser, and is not structured as a capital allocator to third-party managers.

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 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Peter Skoufis

    Peter Skoufis

    Managing PrincipalCRD 5039702

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
868 N Wells St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth