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SKG Capital Advisors, LLC

Albuquerque, NMSEC-registered investment adviserCRD 286554

Filed as SKG CAPITAL ADVISORS, LLC · Legal name Sklar Capital Advisors, LLC

SKG Capital Advisors, LLC is an SEC-registered investment advisory firm in Albuquerque, NM, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

4 years
registered since 2022
$129,361,486
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is SKG Capital Advisors, LLC compensated?

On its Form ADV (Item 5.E, October 2026), SKG Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

Where is SKG Capital Advisors, LLC located?

SKG Capital Advisors, LLC's principal office is in Albuquerque, NM, according to its Form ADV.

Is SKG Capital Advisors, LLC registered with the SEC or a state?

SKG Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 286554.

How much does SKG Capital Advisors, LLC manage?

SKG Capital Advisors, LLC reports $129,361,486 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

How have SKG Capital Advisors, LLC's assets and staff changed since 2022?

In the Form ADV data for SKG Capital Advisors, LLC: Regulatory assets under management: $111,436,894 in the October 2022 data and $129,361,486 in the October 2026 data, up 16%. Total employees: 2 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does SKG Capital Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (240); high net worth individuals (37).

Which custodians does SKG Capital Advisors, LLC use?

SKG Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

Does SKG Capital Advisors, LLC 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/286554

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated February 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$129,361,486

$129,361,486 as of October 2026, filing dated February 26, 2026.

Discretionary: $129,361,486.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 240 Assets $52,186,641 (40%)
High net worth individuals
Clients 37 Assets $77,174,845 (60%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

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

Registration and firm details

Items 1, 2, 5
Legal name
Sklar Capital Advisors, LLC
Also doing business as
SKG CAPITAL ADVISORS, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2022 (4 years)
Employees
Total: 3. Performing investment advisory functions: 2.
Wrap fee program participation
Yes.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
4 states or jurisdictions
AZCANMTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$111M 2022 $97.9M 2023 $106M 2024 $119M 2025 $129M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$129,361,4863February 26, 2026
October 2025$119,151,5043March 11, 2025
October 2024$106,034,2303February 29, 2024
October 2023$97,924,2793March 17, 2023
October 2022$111,436,8942May 3, 2022

Regulatory assets under management: $111,436,894 in the October 2022 data and $129,361,486 in the October 2026 data, up 16%.

Total employees: 2 in October 2022 and 3 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
skgadvisors.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. SKG Capital Advisors, LLC (CRD 286554): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/skg-capital-advisors-llc-albuquerque-nm-286554