Firm profile

SKBA CAPITAL MANAGEMENT, LLC

SAN FRANCISCO, CACRD 108542Latest ADV April 15, 2026

Skba Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated April 15, 2026, reports $732M in regulatory assets under management, 10 employees, and 28 accounts.

Assets Under Management
$732M
Employees
10
Offices
--
Total Clients
23
Primary office
SAN FRANCISCO, CA
601 CALIFORNIA ST., SUITE 1500, SAN FRANCISCO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOJoshua J. Rothe
CCORachel Y. Simonelli Harrison
CCOShelley H. Mann

Advisory services offered

4 types reported
Other advisory services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 52.2% of total clients.
Top client categories% of clientsClients
1
HNWI
52.2%
12
2
Individuals
39.1%
9
3
Investment Cos.
8.7%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$732Mas of April 15, 2026
Discretionary100.0%
$732M
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$732M
Total Accounts28
10Y AUM Change$-217M (-22.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee2:1
10Y Employee Change-4 (-28.6%)

* 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.