# Skidmore Advisory Services, Inc.

> Skidmore Advisory Services, Inc. is a state-registered investment advisory firm in Denver, CO, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 166423
- Filed as: SKIDMORE ADVISORY SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166423
- AdvisorCensus page: https://advisorcensus.com/firm/skidmore-advisory-services-inc-denver-co-166423

## Quick answers

**How is Skidmore Advisory Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Skidmore Advisory Services, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Skidmore Advisory Services, Inc. located?**
Skidmore Advisory Services, Inc.'s principal office is in Denver, CO, according to its Form ADV.

**Is Skidmore Advisory Services, Inc. registered with the SEC or a state?**
Skidmore Advisory Services, Inc. is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166423.

**How much does Skidmore Advisory Services, Inc. manage?**
Skidmore Advisory Services, Inc. reports $6,766,623 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Skidmore Advisory Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (3); state or municipal government entities (including government pension plans) (1).

**Does Skidmore Advisory 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166423

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $6,766,623
- Discretionary: $6,766,623
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,125,589 |
| High net worth individuals | 3 | $4,246,387 |
| State or municipal government entities (including government pension plans) | 1 | $1,394,647 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- skidmorecpa.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Skidmore Advisory Services, Inc. (CRD 166423): Form ADV filing data as of October 2026.