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SKYLINE ADVISORS, INC.
CRD 188511File 801-94175
APPROVED
Retail clients
Custody
Filing as of Jan 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$386.5M
Below cohort median (national)
Discretionary AUM
$381.8M
Non-discretionary $4.7M
Clients
369
1,204 accounts
Employees
8
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 1, 2015
- Principal office
- 405 32ND STREET, SUITE 201, BELLINGHAM, WA, 98225
- Phone
- 360-671-1621
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $386.5M
- Discretionary AUM
- $381.8M
- Non-discretionary AUM
- $4.7M
- Discretionary accounts
- 1,196
- Non-discretionary accounts
- 8
- Total accounts
- 1,204
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $9.5M |
| High net worth individuals | 159 | $311.5M |
| Pension and profit sharing plans | Fewer than 5 | $5.8M |
| Individuals (other than high net worth individuals) | 206 | $59.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

