Sklar Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting. Financial planning was provided to 51–100 clients last fiscal year.
Sklar Capital Advisors reports 277 clients. They include 240 individual clients and 37 high-net-worth individuals. Of its assets, 100.0% ($129M across 277 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $129M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 40% |
| High-net-worth individuals | 13% | 60% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 240 | $52.2M | 40.3% | $217K |
| High-net-worth individuals | 37 | $77.2M | 59.7% | $2.09M |
| Total | 277 | $129M | 100% | $467K |
- Clients
- 240
- Regulatory AUM
- $52.2M
- AUM share
- 40.3%
- Avg. per client
- $217K
- Clients
- 37
- Regulatory AUM
- $77.2M
- AUM share
- 59.7%
- Avg. per client
- $2.09M
Total
- Clients
- 277
- Regulatory AUM
- $129M
- AUM share
- 100%
- Avg. per client
- $467K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Sklar Capital Advisors is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Pension consulting
- Pension consulting is charged at 0.5% annually (0.125% quarterly) of plan assets under advisement, invoiced to plan sponsors in arrears.
Saxon Knight owns 75% or more of Sklar Capital Advisors. The leadership team of Sklar Capital Advisors includes President Saxon Knight and Chief Compliance Officer Nicholas Gordon. It has 3 employees, 2 of them in advisory roles.
Leadership
Saxon KnightPresident
Nicholas GordonChief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Sklar Capital Advisors, LLC
Saxon Knight
Control person · since January 2022
- Owns 10% to 25% of Sklar Capital Advisors, LLC
Nicholas Gordon
Control person · since January 2022
Sklar Capital Advisors’ regulatory assets grew from $111M (May 2022) to $129M (February 2026); clients were 277 in both filings and employees rose from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $129M | 277 | 3 | 1 |
| March 2025 | $119M | 278 | 3 | 1 |
| February 2024 | $106M | 229 | 3 | 1 |
| March 2023 | $97.9M | 278 | 3 | 1 |
| May 2022 | $111M | 266 | 2 | 1 |
Besides its headquarters, Sklar Capital Advisors has 0 offices, with 1 listed address in New Mexico.
New Mexico · 1 listed address
- 6757 Academy Road, Ne, Suite A, AlbuquerqueHQ
Other business names
Sklar Capital Advisors has reported 1 other business name to the SEC.
- SKG Capital Advisors, LLC
Contact and registration details
- Legal name
- Sklar Capital Advisors, LLC
- Headquarters
- 6757 Academy Road, Ne, Suite A, Albuquerque, NM 87109
- Website
- skgadvisors.com
- Phone
- 505-856-5444
- SEC file
- 801-125789
- Structure
- Texas LLC
- Fiscal year end
- December
Sklar Capital Advisors uses Charles Schwab ($116M, 91%) and Fidelity ($11.5M, 9%) as custodians for its separately managed accounts. Sklar Capital Advisors has custody of $40.8M in client assets for 102 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $116M91%
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $11.5M9%
At year end, Sklar Capital Advisors’ separately managed accounts were mostly in funds (75%) and cash (19%).
What the accounts hold
- Stocks6%
- Funds75%
- Cash19%
How many clients does Sklar Capital Advisors have?
Sklar Capital Advisors has 277 clients and manages $129 million for them, as of February 2026. They include 240 individual clients and 37 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does Sklar Capital Advisors offer?
Sklar Capital Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Sklar Capital Advisors use?
Sklar Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $116M and Fidelity Brokerage Services LLC (Smithfield, RI), with $11.5M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does Sklar Capital Advisors have?
Sklar Capital Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sklar Capital Advisors invest in?
At the end of its last fiscal year, Sklar Capital Advisors’ separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 19% cash and equivalents and 6% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sklar Capital Advisors?
Sklar Capital Advisors’ direct owners are Nicholas Gordon (10% to 25%) and Saxon Knight (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does Sklar Capital Advisors get paid?
Sklar Capital Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sklar Capital Advisors?
Sklar Capital Advisors’ main office is at 6757 Academy Road, Ne, Suite A, Albuquerque, NM 87109. Its phone number is 505-856-5444. Its website is skgadvisors.com.