{"url":"https://nivawealth.com/firms/sklar-capital-advisors-286554","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/286554","regulatoryAum":129361486,"crd":"286554","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6072499","suffix":null,"lastName":"GORDON","firstName":"NICHOLAS","middleName":"McLeod"},{"crd":"5502472","suffix":null,"lastName":"KNIGHT","firstName":"SAXON","middleName":"THOMAS"},{"crd":"1437514","suffix":null,"lastName":"SKLAR","firstName":"RONALD","middleName":"DANIEL"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-05-03","regulatoryAum":111436894,"clients":266,"employees":2,"offices":1},{"filedOn":"2023-03-17","regulatoryAum":97924279,"clients":278,"employees":3,"offices":1},{"filedOn":"2024-02-29","regulatoryAum":106034230,"clients":229,"employees":3,"offices":1},{"filedOn":"2025-03-11","regulatoryAum":119151504,"clients":278,"employees":3,"offices":1},{"filedOn":"2026-02-26","regulatoryAum":129361486,"clients":277,"employees":3,"offices":1}],"secFileNumber":"801-125789","legalName":"Sklar 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BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:41:21.455196+00:00","documents":[{"name":"FORM ADV PART 2A DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012280","versionId":1012280,"submittedOn":"2026-02-26"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012279","versionId":1012279,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":116110962},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":11488385}],"custodyNote":"Sklar Capital Advisors has custody of $40.8M in client assets for 102 clients.","otherCustodians":[],"leadership":[{"name":"Saxon Knight","title":"President","crd":"5502472"},{"name":"Nicholas Gordon","title":"Chief Compliance Officer","crd":"6072499"}],"ownership":[{"label":"Nicholas Gordon","detail":"Chief compliance officer in the 10% to 25% ownership band and a control person, since January 2022."},{"label":"Saxon Knight","detail":"President in the 75% or more ownership band and a control person, since January 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Mexico","offices":1,"addresses":[{"street":"6757 Academy Road, Ne, Suite A","city":"Albuquerque","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"505-856-5444","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":6},{"label":"Securities issued by registered investment companies or business development companies","percent":75},{"label":"Cash and cash equivalents","percent":19}],"privateFunds":0},"sources":{"adv1FilingDate":"26 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/286554/PDF/286554.pdf","brochureDate":"26 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012280","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Sklar Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sklar Capital Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Sklar Capital Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sklar Capital Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sklar Capital Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sklar Capital Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sklar Capital Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sklar Capital Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}