{
  "crd_number": 146844,
  "slug": "skyline-financial-northwest-portland-or-146844",
  "primary_business_name": "SKYLINE FINANCIAL NORTHWEST",
  "legal_name": "SKYLINE FINANCIAL NORTHWEST LLC",
  "dbas": [],
  "city": "Portland",
  "state": "OR",
  "country": "United States",
  "cbsa_code": "38900",
  "metro": {
    "cbsa_code": "38900",
    "common_name": "Portland",
    "msa_name": "Portland-Vancouver-Hillsboro, OR-WA",
    "path": "/advisors/or/portland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-07",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-29",
  "carried_forward": false,
  "raum_total": 148256886.0,
  "raum_discretionary": 135563552.0,
  "raum_non_discretionary": 12693334.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2478032.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 13141539.0,
      "count": 42
    },
    "pension_profit_sharing": {
      "raum": 12693334.0,
      "count": 13
    },
    "high_net_worth_individuals": {
      "raum": 119943981.0,
      "count": 77
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://oregonfinancialplanning.com",
    "https://portlandwealthadvisors.com",
    "https://sfnw.net",
    "https://skylinefinancialnorthwest.com",
    "https://skylinefinancialnorthwest.net",
    "https://skylinefinancialnw.com",
    "https://skylinefinancialnw.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146844",
  "city_as_filed": "PORTLAND",
  "url": "https://advisorcensus.com/firm/skyline-financial-northwest-portland-or-146844",
  "display_name": "Skyline Financial Northwest",
  "summary": "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.",
  "citation": "AdvisorCensus. Skyline Financial Northwest (CRD 146844): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Skyline Financial Northwest compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Skyline Financial Northwest charge?",
      "a": "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."
    },
    {
      "q": "Where is Skyline Financial Northwest located?",
      "a": "Skyline Financial Northwest's principal office is in Portland, OR, according to its Form ADV."
    },
    {
      "q": "Is Skyline Financial Northwest registered with the SEC or a state?",
      "a": "Skyline Financial Northwest is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 146844."
    },
    {
      "q": "How much does Skyline Financial Northwest manage?",
      "a": "Skyline Financial Northwest reports $148,256,886 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (91% discretionary)."
    },
    {
      "q": "How have Skyline Financial Northwest's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Skyline Financial Northwest serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Skyline Financial Northwest use?",
      "a": "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."
    },
    {
      "q": "Does Skyline Financial Northwest report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Skyline Financial Northwest's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 111276530.0,
      "total_employees": 2,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 148256886.0,
      "total_employees": 3,
      "filing_date": "2026-03-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Changed its legal name from Skyline Financial Northwest, Inc. to Skyline Financial Northwest LLC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$4,500",
    "planning_fees": [
      "Hourly rate: $100 an hour (support staff)",
      "Hourly rate: $200 an hour (non-CFP® advisors)",
      "Hourly rate: $300 an hour (CFP® advisors)"
    ],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $4,500"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 an hour (support staff)"
        ],
        "quotes": [
          "These rates as of today are: • $100/hour for support staff"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (non-CFP® advisors)"
        ],
        "quotes": [
          "• $200/hour for non-CFP® advisors"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (CFP® advisors)"
        ],
        "quotes": [
          "• $300/hour for CFP® advisors"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 4500.0,
      "planning": [
        {
          "kind": "hourly",
          "amount": 100.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "support staff"
        },
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "non-CFP® advisors"
        },
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "CFP® advisors"
        }
      ]
    },
    "quotes": [
      "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.",
      "These rates as of today are: • $100/hour for support staff",
      "• $200/hour for non-CFP® advisors",
      "• $300/hour for CFP® advisors"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/skyline-financial-northwest-portland-or-146844.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 13141539.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 77,
      "fewer_than_5": false,
      "raum": 119943981.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 13,
      "fewer_than_5": false,
      "raum": 12693334.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 2478032.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/146844",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}