# Skinner Advisory, Ltd.

> Skinner Advisory, Ltd. is a state-registered investment advisory firm, registered since 1996, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 2, 2023.

- CRD: 123643
- Filed as: SKINNER ADVISORY, LTD.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: August 2, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123643
- AdvisorCensus page: https://advisorcensus.com/firm/skinner-advisory-ltd-123643

## Quick answers

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

**Is Skinner Advisory, Ltd. registered with the SEC or a state?**
Skinner Advisory, Ltd. is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 123643.

**How much does Skinner Advisory, Ltd. manage?**
Skinner Advisory, Ltd. reports $22,122,487 in regulatory assets under management in its Form ADV filing dated August 2, 2023 (100% discretionary).

**What types of clients does Skinner Advisory, Ltd. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); high net worth individuals (5).

**Does Skinner Advisory, Ltd. 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/123643

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $22,122,487
- Discretionary: $22,122,487
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $10,730,799 |
| High net worth individuals | 5 | $11,391,688 |

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

### Firm details
- Registered since: 1996 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Skinner Advisory, Ltd. (CRD 123643): Form ADV filing data as of October 2026.