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SKYLINE ADVISORS, INC.
CRD 188511File 801-94175
APPROVED
Retail clients
Custody
Filing as of Jan 29, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 9 | 8 | decreased by1 |
| Feb 1, 2026 | Clients | 378 | 369 | decreased by9 |
| Feb 1, 2026 | AUM | $335,344,034 | $386,462,616 | increased by$51,118,582 |
| Feb 1, 2026 | Accounts | 1,196 | 1,204 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 9 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 369 | 378 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $264,861,587 | $335,344,034 | increased by$70,482,447 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,035 | 1,196 | increased by161 |
| Apr 1, 2022 | Clients | 355 | 369 | increased by14 |
| Apr 1, 2022 | AUM | $216,509,131 | $264,861,587 | increased by$48,352,456 |
| Apr 1, 2022 | Accounts | 943 | 1,035 | increased by92 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SKYLINE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SKYLINE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.