# Skyline Advisors, Inc.

> Skyline Advisors, Inc. is an SEC-registered investment advisory firm in Bellingham, WA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 29, 2026.

- CRD: 188511
- Filed as: SKYLINE ADVISORS, INC.
- Also doing business as: SKYLINE ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellingham, WA
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/188511
- AdvisorCensus page: https://advisorcensus.com/firm/skyline-advisors-inc-bellingham-wa-188511

## Quick answers

**How is Skyline Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Skyline Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Skyline Advisors, Inc. located?**
Skyline Advisors, Inc.'s principal office is in Bellingham, WA, according to its Form ADV.

**Is Skyline Advisors, Inc. registered with the SEC or a state?**
Skyline Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 188511.

**How much does Skyline Advisors, Inc. manage?**
Skyline Advisors, Inc. reports $386,462,616 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (99% discretionary).

**How have Skyline Advisors, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Skyline Advisors, Inc.: Regulatory assets under management: $216,509,131 in the October 2021 data and $386,462,616 in the October 2026 data, up 78%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Skyline Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (206); high net worth individuals (159); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Skyline Advisors, Inc. use?**
Skyline Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Skyline Advisors, Inc. 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/188511

**What changed in Skyline Advisors, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 7 to 5. Regulatory assets under management went from $335,344,034 to $386,462,616 (+15%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $386,462,616
- Discretionary: $381,759,833
- Non-discretionary: $4,702,783

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 206 | $59,684,101 |
| High net worth individuals | 159 | $311,522,331 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $5,768,461 |
| Charitable organizations | 2 | $9,487,723 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- skylineadvisors.com
- LinkedIn @skyline-advisors-inc
- LinkedIn @briana-bromet
- LinkedIn @deka-wiebusch-cfp®-crpc®-aif-®-025b4778
- LinkedIn @mark-logan-78014510
- LinkedIn @mark-wallace-cfp®-crpc®-aif®-b50236179
- LinkedIn @rhonda-young-867750187
- LinkedIn @sarah-arnold-crpc®-92a08664

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $216,509,131 | 7 | February 11, 2021 |
| October 2022 | $264,861,587 | 7 | March 14, 2022 |
| October 2023 | $234,791,610 | 7 | March 2, 2023 |
| October 2024 | $288,379,333 | 7 | March 27, 2024 |
| October 2025 | $335,344,034 | 9 | April 8, 2025 |
| October 2026 | $386,462,616 | 8 | January 29, 2026 |

Regulatory assets under management: $216,509,131 in the October 2021 data and $386,462,616 in the October 2026 data, up 78%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 7 to 5.
- Regulatory assets under management went from $335,344,034 to $386,462,616 (+15%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Skyline Advisors, Inc. (CRD 188511): Form ADV filing data as of October 2026.