# Skipjack Financial

> Skipjack Financial is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 332271
- Filed as: SKIPJACK FINANCIAL
- Legal name: Skipjack Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Louisiana
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332271
- AdvisorCensus page: https://advisorcensus.com/firm/skipjack-financial-332271

## Quick answers

**How is Skipjack Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Skipjack Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Skipjack Financial registered with the SEC or a state?**
Skipjack Financial is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332271.

**How much does Skipjack Financial manage?**
Skipjack Financial reports $3,105,903 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (0% discretionary).

**What types of clients does Skipjack Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Skipjack Financial 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/332271

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,105,903
- Discretionary: $0
- Non-discretionary: $3,105,903

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $3,105,903 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- skipjackfinancial.com
- Facebook @61566425444308
- Instagram @skipjackfinancial
- LinkedIn @skipjackfinancialplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Skipjack Financial (CRD 332271): Form ADV filing data as of October 2026.