# Skyline Financial Northwest

> 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.

- CRD: 146844
- Filed as: SKYLINE FINANCIAL NORTHWEST
- Legal name: Skyline Financial Northwest LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Portland, OR
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146844
- AdvisorCensus page: https://advisorcensus.com/firm/skyline-financial-northwest-portland-or-146844

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 29, 2026)

- Minimum annual fee: $4,500

> 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)

> These rates as of today are: • $100/hour for support staff

- Hourly rate: $200 an hour (non-CFP® advisors)

> • $200/hour for non-CFP® advisors

- Hourly rate: $300 an hour (CFP® advisors)

> • $300/hour for CFP® advisors

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

### 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: $148,256,886
- Discretionary: $135,563,552
- Non-discretionary: $12,693,334

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $13,141,539 |
| High net worth individuals | 77 | $119,943,981 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $12,693,334 |
| Charitable organizations | 1 | $2,478,032 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [oregonfinancialplanning.com](https://oregonfinancialplanning.com)
- [portlandwealthadvisors.com](https://portlandwealthadvisors.com)
- [sfnw.net](https://sfnw.net)
- [skylinefinancialnorthwest.com](https://skylinefinancialnorthwest.com)
- [skylinefinancialnorthwest.net](https://skylinefinancialnorthwest.net)
- [skylinefinancialnw.com](https://skylinefinancialnw.com)
- [skylinefinancialnw.net](https://skylinefinancialnw.net)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $111,276,530 | 2 | June 5, 2025 |
| October 2026 | $148,256,886 | 3 | March 29, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Skyline Financial Northwest (CRD 146844): Form ADV filing data as of October 2026.