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| Keyboard |
| SKA Financial Services Inc
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|---|---|
| CRD # | 107348 |
| SEC # | 801-123316 |
| CIK # | |
| AUM | 159.1 M (2026-01-22) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 440-734-3200 |
| Address | 22725 Fairview Center Dr 100 Fairview Park, OH 44126 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 45.5 |
| (b) Individuals (high net worth individuals) | 42 | 100.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 8.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 598 | 159.1 |
| By Discretionary | ||
| Discretionary | 598 | 159.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 598 | 159.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.1 | |
| Total | 598 | 159.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 12 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Adare Asset Management LLC
✚
|
PA | 159.3 M |
|
Fusco Financial Services Inc
✚
|
FL | 159.3 M |
|
USA Financial & Tax Services LLC
✚
|
CT | 159.3 M |
|
Strada Financial Group LLC
✚
|
OR | 159.2 M |
|
Murray Investment Management LLC
✚
|
TX | 159.1 M |
|
Modern Dollar Planning LLC
✚
|
MO | 159.1 M |
|
HDA Wealth Management LLC
✚
|
OH | 159.1 M |
|
Retirement Income Strategies LLC
✚
|
WI | 159.0 M |
|
Todd Wealth Management LLC
✚
|
FL | 158.9 M |
|
Plus Group Wealth Advisors LLC
✚
|
WI | 158.9 M |