# 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.

- CRD: 139475
- Filed as: SKLOFF FINANCIAL GROUP
- Legal name: Skloff, Aaron
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139475
- AdvisorCensus page: https://advisorcensus.com/firm/skloff-financial-group-139475

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated January 7, 2026)

- Account minimum: None

> SFG does not require a minimum to open or maintain an account.

- Hourly rate: $400 an hour (Financial Planning Services)

> Financial Planning Services are offered based on an hourly fee of $400 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity

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.

### Regulatory assets under management (Item 5.F)
- Total: $114,000,135
- Discretionary: $114,000,135
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 416 | $53,880,815 |
| High net worth individuals | 28 | $60,119,320 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, GA, MA, NH, NJ, NY, OR, PA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- csn-connect.com/business-hub/business/9
- skloff.com
- Facebook @SkloffFinancialGroup
- LinkedIn @skloff-financial-group
- X @AARONSKLOFF
- YouTube @SkloffFinancialGroup

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Skloff Financial Group (CRD 139475): Form ADV filing data as of October 2026.