BELLINGHAM, WACRD 188511Latest ADV January 29, 2026
Skyline Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Bellingham, WA. Its latest Form ADV filing, dated January 29, 2026, reports $386M in regulatory assets under management, 8 employees, and 1,204 accounts.
Assets Under Management
$386M
Employees
8
Offices
--
Total Clients
369
Primary office
BELLINGHAM, WA
405 32ND STREET, SUITE 201, BELLINGHAM, WA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.8% of total clients.
Top client categories% of clientsClients
1
Individuals
55.8%
206
2
HNWI
43.1%
159
3
Pension Plans
0.5%
2
4
Charitable
0.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$386Mas of January 29, 2026
Discretionary98.8%
$382M
99% of total RAUM98.8%
Non-discretionary1.2%
$5M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$386M
Total Accounts1,204
10Y AUM Change+$252M (+186.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee46:1
10Y Employee Change+3 (+60.0%)
* 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.