AdvisorCensus / Financial advisors / Skloff Financial Group
Skloff Financial Group is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.
Quick answers
From the filingHow is Skloff Financial Group compensated?
On its Form ADV (Item 5.E, October 2026), Skloff Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does Skloff Financial Group charge?
Its Form ADV Part 2A brochure dated January 7, 2026 states: Hourly rate: $400 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Skloff Financial Group registered with the SEC or a state?
Skloff Financial Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 139475.
How much does Skloff Financial Group manage?
Skloff Financial Group reports $114,000,135 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).
What types of clients does Skloff Financial Group serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (416); high net worth individuals (28).
Which custodians does Skloff Financial Group use?
Skloff Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity as a custodian holding 10% or more of its separately managed account assets.
Does Skloff Financial Group 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/139475
Does Skloff Financial Group state an account minimum?
Its Form ADV Part 2A brochure dated January 7, 2026 says: "SFG does not require a minimum to open or maintain an account."
What changed in Skloff Financial Group's recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in AZ.
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
- Hourly charges
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 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
SFG does not require a minimum to open or maintain an account.
Hourly rate: $400 an hour (Financial Planning Services)
The brochure's wording
Financial Planning Services are offered based on an hourly fee of $400 per hour.
As stated in the firm's Form ADV Part 2A brochure dated January 7, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$114,000,135 as of October 2026, filing dated August 11, 2026.
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.DA 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
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Skloff, Aaron
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (0 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- 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
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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- September 2026
- Registered or notice-filed in AZ.
- February 2026
- Registered or notice-filed in GA, WI.
- December 2025
- Newly registered with the SEC.
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.ISource: 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. Skloff Financial Group (CRD 139475): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/skloff-financial-group-139475