AdvisorCensus / Financial advisors / Oregon / Portland / Skyline Financial Northwest
Skyline Financial Northwest
Filed as SKYLINE FINANCIAL NORTHWEST · Legal name Skyline Financial Northwest LLC
Skyline Financial Northwest is an SEC-registered investment advisory firm in Portland, OR, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 29, 2026.
Quick answers
From the filingHow is Skyline Financial Northwest compensated?
On its Form ADV (Item 5.E, October 2026), Skyline Financial Northwest reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Skyline Financial Northwest charge?
Its Form ADV Part 2A brochure dated March 29, 2026 states: Hourly rate: $100 an hour (support staff); Hourly rate: $200 an hour (non-CFP® advisors); Hourly rate: $300 an hour (CFP® advisors). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Skyline Financial Northwest located?
Skyline Financial Northwest's principal office is in Portland, OR, according to its Form ADV.
Is Skyline Financial Northwest registered with the SEC or a state?
Skyline Financial Northwest is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 146844.
How much does Skyline Financial Northwest manage?
Skyline Financial Northwest reports $148,256,886 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (91% discretionary).
How have Skyline Financial Northwest's assets and staff changed since 2025?
In the Form ADV data for Skyline Financial Northwest: Regulatory assets under management: $111,276,530 in the October 2025 data and $148,256,886 in the October 2026 data, up 33%. Total employees: 2 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Skyline Financial Northwest serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (77); individuals (other than high net worth individuals) (42); pension and profit sharing plans (but not the plan participants or government pension plans) (13).
Which custodians does Skyline Financial Northwest use?
Skyline Financial Northwest'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 Financial Northwest 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/146844
What changed in Skyline Financial Northwest's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $111,276,530 to $148,256,886 (+33%). Registered or notice-filed in TX.
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
- 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
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Minimum annual fee: $4,500
The brochure's wording
Advisory fees are charged in arrears monthly based on the average account balance for the period subject to an annual minimum fee of $4,500 per client.
Regardless of account balance, all clients are subject to the $4,500 annual minimum asset charge.
Hourly rate: $100 an hour (support staff)
The brochure's wording
These rates as of today are: • $100/hour for support staff
Hourly rate: $200 an hour (non-CFP® advisors)
The brochure's wording
• $200/hour for non-CFP® advisors
Hourly rate: $300 an hour (CFP® advisors)
The brochure's wording
• $300/hour for CFP® advisors
As stated in the firm's Form ADV Part 2A brochure dated March 29, 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$148,256,886 as of October 2026, filing dated March 29, 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
- Skyline Financial Northwest LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- 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
-
4 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
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $148,256,886 | 3 | March 29, 2026 |
| October 2025 | $111,276,530 | 2 | June 5, 2025 |
Regulatory assets under management: $111,276,530 in the October 2025 data and $148,256,886 in the October 2026 data, up 33%.
Total employees: 2 in October 2025 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $111,276,530 to $148,256,886 (+33%).
- Registered or notice-filed in TX.
- December 2025
- Changed its legal name from Skyline Financial Northwest, Inc. to Skyline Financial Northwest LLC.
- Updated its list of owners and control persons (Schedule A).
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. Skyline Financial Northwest (CRD 146844): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/skyline-financial-northwest-portland-or-146844