# SKA Financial Services,inc.

> SKA Financial Services,inc. is an SEC-registered investment advisory firm in Fairview Park, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 22, 2026.

- CRD: 107348
- Filed as: SKA FINANCIAL SERVICES,INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fairview Park, OH
- Filing period: October 2026
- Form ADV filing dated: January 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107348
- AdvisorCensus page: https://advisorcensus.com/firm/ska-financial-services-inc-fairview-park-oh-107348

## Quick answers

**How is SKA Financial Services,inc. compensated?**
On its Form ADV (Item 5.E, October 2026), SKA Financial Services,inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does SKA Financial Services,inc. charge?**
Its Form ADV Part 2A brochure dated January 20, 2026 states: Hourly rate: $75 to $200 an hour (financial consulting services that include insurance needs analysis and retirement, tax, and estate planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is SKA Financial Services,inc. located?**
SKA Financial Services,inc.'s principal office is in Fairview Park, OH, according to its Form ADV.

**Is SKA Financial Services,inc. registered with the SEC or a state?**
SKA Financial Services,inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 107348.

**How much does SKA Financial Services,inc. manage?**
SKA Financial Services,inc. reports $159,092,630 in regulatory assets under management in its Form ADV filing dated January 22, 2026 (100% discretionary).

**How have SKA Financial Services,inc.'s assets and staff changed since 2022?**
In the Form ADV data for SKA Financial Services,inc.: Regulatory assets under management: $121,602,029 in the October 2022 data and $159,092,630 in the October 2026 data, up 31%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SKA Financial Services,inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (175); high net worth individuals (42); corporations or other businesses not listed above (10).

**Which custodians does SKA Financial Services,inc. use?**
SKA Financial Services,inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does SKA Financial Services,inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/107348

**Does SKA Financial Services,inc. state an account minimum?**
Its Form ADV Part 2A brochure dated January 20, 2026 says: "SKA does not require a minimum account size to open or maintain an account."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 20, 2026)

- Account minimum: None

> SKA does not require a minimum account size to open or maintain an account.

- Hourly rate: $75 to $200 an hour (financial consulting services that include insurance needs analysis and retirement, tax, and estate planning)

> SKA also provides financial consulting services that include insurance needs analysis and retirement, tax, and estate planning. The fee for these services varies depending on the facts to be considered for each client and the time required. Hourly rates range from $75 to $200

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $159,092,630
- Discretionary: $159,092,630
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 175 | $45,549,098 |
| High net worth individuals | 42 | $100,629,966 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $8,424,408 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 10 | $4,489,158 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $121,602,029 | 1 | April 21, 2022 |
| October 2023 | $107,324,714 | 1 | January 27, 2023 |
| October 2024 | $112,959,342 | 1 | January 30, 2024 |
| October 2025 | $149,949,247 | 1 | February 20, 2025 |
| October 2026 | $159,092,630 | 1 | January 22, 2026 |

Regulatory assets under management: $121,602,029 in the October 2022 data and $159,092,630 in the October 2026 data, up 31%.
Total employees: 1 in October 2022 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SKA Financial Services,inc. (CRD 107348): Form ADV filing data as of October 2026.