FAIRVIEW PARK, OHCRD 107348Latest ADV January 22, 2026
Ska Financial Services,Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fairview Park, OH. Its latest Form ADV filing, dated January 22, 2026, reports $159M in regulatory assets under management, 1 employee, and 598 accounts.
Assets Under Management
$159M
Employees
1
Offices
--
Total Clients
229
Primary office
FAIRVIEW PARK, OH
22725 FAIRVIEW CENTER DR #100, FAIRVIEW PARK, OH, United States
Top client segmentIndividuals represent 76.4% of total clients.
Top client categories% of clientsClients
1
Individuals
76.4%
175
2
HNWI
18.3%
42
3
Corporations
4.4%
10
4
Pension Plans
0.9%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of January 22, 2026
Discretionary100.0%
$159M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$159M
Total Accounts598
10Y AUM Change+$37M (+30.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee229:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.