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SKG CAPITAL ADVISORS, LLC

Legal name: SKLAR CAPITAL ADVISORS, LLC

CRD 286554File 801-125789
APPROVED
Retail clients
Custody
Filing as of Feb 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$129.4M
Bottom 25% of cohort (national)
Discretionary AUM
$129.4M
Clients
277
277 accounts
Employees
3
Bottom 25% of cohort in NM

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Jun 2, 2022
Principal office
6757 ACADEMY ROAD, NE, SUITE A, ALBUQUERQUE, NM, 87109
Phone
(505) 856-5444

Assets & accounts

ADV Item 5F
Total regulatory AUM
$129.4M
Discretionary AUM
$129.4M
Non-discretionary AUM
$0
Discretionary accounts
277
Non-discretionary accounts
0
Total accounts
277
AUM per client
$467K

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals37$77.2M
Individuals (other than high net worth individuals)240$52.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • 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
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.