SKYOAK WEALTH
Firm details
- Headquarters
- SOUTHFIELD, Michigan
- CRD number
- 299564
- Registered since
- January 16, 2019
- Website
- www.skyoakwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.49%
- Individuals12.64%
- Corporations / Businesses3.16%
- Charitable Organizations0.71%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Skyoak Wealth is an independent, SEC-registered registered investment adviser that began formal SEC registration in 2019. Structured as a limited liability company and owned by a mix of a domestic entity and an individual, the firm positions itself as a capital allocator serving both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection/oversight of third‑party advisers. The firm charges clients using a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements, and it does not present itself as an active ESG investor. Skyoak also reports that it engages with third‑party managers and allocates to external alternative funds as part of its broader investment program.
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities34%
- Cash & Cash Equivalents9%
- US Government Bonds6%
Owners & executives
1 of 1ANN ZEMANN
Chief Compliance OfficerCRD 2731611
Contacts
3 of 5DON GILL III
Wealth AdvisorCRD 6213086
JEREMY BRANDT
Managing PartnerCRD 5296008
CRAIG SIMMONS
Managing PartnerCRD 2439771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 130Active vs passive
$440M in ETFs
67%
$294M
25%
$147M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF (SPYV) | State Street | Passive | Large Value | $29.4M | 519,061 | 6.67% |
Location
SOUTHFIELD, MI
OAKLAND
Location
SOUTHFIELD, MI
Headquartered in SOUTHFIELD, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- OAKLAND
- Address
- 28411 Northwestern Hwy
- Time zone
- ET (UTC-5)
- Office locations
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