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Skinner Financial Services

Sioux Falls, SDState-registered investment adviserCRD 330985

Filed as SKINNER FINANCIAL SERVICES · Legal name Dakota Region Advisors, LLC

Skinner Financial Services is a state-registered investment advisory firm in Sioux Falls, SD, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

2 years
registered since 2024
$4,902,859
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Skinner Financial Services compensated?

On its Form ADV (Item 5.E, October 2026), Skinner Financial Services reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is Skinner Financial Services located?

Skinner Financial Services' principal office is in Sioux Falls, SD, according to its Form ADV.

Is Skinner Financial Services registered with the SEC or a state?

Skinner Financial Services is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330985.

How much does Skinner Financial Services manage?

Skinner Financial Services reports $4,902,859 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (0% discretionary).

What types of clients does Skinner Financial Services serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (4).

Does Skinner Financial Services 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/330985

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
  • Fixed fees (other than subscription fees)

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

Regulatory assets under management

Item 5.F
$4,902,859

$4,902,859 as of October 2026, filing dated February 4, 2026.

Discretionary: $0.Non-discretionary: $4,902,859.

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 43 Assets $2,091,143 (43%)
High net worth individuals
Clients 4 Assets $2,811,716 (57%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients 0 Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients 0 Assets $0 (0%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 0 Assets $0 (0%)

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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops

Registration and firm details

Items 1, 2, 5
Legal name
Dakota Region Advisors, LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2024 (2 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
SD

State-registered investment advisers are examined by their state securities regulator. 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

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
skinnerfinancial.net

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. Skinner Financial Services (CRD 330985): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/skinner-financial-services-sioux-falls-sd-330985