Skyline Advisors provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, and financial planning.
Skyline Advisors reports 369 clients. They include 206 individual clients, 159 high-net-worth individuals, and 2 pension and profit-sharing plans. Of its assets, 98.8% ($382M across 1,196 accounts) are managed with discretion; $4.7M across 8 accounts are not. A wrap fee program the firm both sponsors and manages holds $679M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 15% |
| High-net-worth individuals | 43% | 81% |
| Pension and profit-sharing plans | <1% | 1% |
| Charitable organizations | <1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 206 | $59.7M | 15.4% | $290K |
| High-net-worth individuals | 159 | $312M | 80.6% | $1.96M |
| Pension and profit-sharing plans | Fewer than 5 | $5.77M | 1.5% | $2.88M |
| Charitable organizations | Fewer than 5 | $9.49M | 2.5% | $4.74M |
| Total | 369 | $386M | 100% | — |
- Clients
- 206
- Regulatory AUM
- $59.7M
- AUM share
- 15.4%
- Avg. per client
- $290K
- Clients
- 159
- Regulatory AUM
- $312M
- AUM share
- 80.6%
- Avg. per client
- $1.96M
- Clients
- Fewer than 5
- Regulatory AUM
- $5.77M
- AUM share
- 1.5%
- Avg. per client
- $2.88M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.49M
- AUM share
- 2.5%
- Avg. per client
- $4.74M
Total
- Clients
- 369
- Regulatory AUM
- $386M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Skyline Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). 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
- Retirement Plan Services
- Billed on an asset-based fee not to exceed 1.00% of managed plan assets, generally decreasing once plan assets reach $1,000,000; fee terms are set case by case.
Mark Logan owns 25% to 50% of Skyline Advisors. The leadership team of Skyline Advisors includes Chief Compliance Officer Mark Logan. It has 8 employees, 5 of them in advisory roles.
Leadership
- Mark LoganOwner / Chief Compliance Officer
- Mark WallaceOwner
- Deka WiebuschOwner
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Sarah Elisabeth Louise Arnold
- Briana Nicole Bromet
- Dacey Denise Durbin
- Thomas David Liddell
- Mark Clifford Logan
- Mark Leigh Wallace
- Deka Bree Wiebusch
Staff
- 8 employees
- 5 in advisory functions
- 7 state-registered reps
- Owns 25% to 50% of Skyline Advisors, Inc.
Mark Logan
Control person · since March 2015
- Owns 25% to 50% of Skyline Advisors, Inc.
Mark Wallace
Control person · since March 2015
- Owns 25% to 50% of Skyline Advisors, Inc.
Deka Wiebusch
Control person · since March 2019
Skyline Advisors’ regulatory assets grew 1.8× from $217M (February 2021) to $386M (January 2026); clients were 369 in both filings and employees rose from 7 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| January 2026 | $386M | 369 | 8 | 1 |
| April 2025 | $335M | 378 | 9 | 1 |
| March 2024 | $288M | 380 | 7 | 1 |
| March 2023 | $235M | 374 | 7 | 1 |
| March 2022 | $265M | 369 | 7 | 1 |
| February 2021 | $217M | 355 | 7 | 1 |
Besides its headquarters, Skyline Advisors has 0 offices, with 1 listed address in Washington.
Washington · 1 listed address
- 405 32nd Street, Suite 201, BellinghamHQ
Other business names
Skyline Advisors has reported 1 other business name to the SEC.
- Skyline Advisors
Contact and registration details
- Legal name
- Skyline Advisors, Inc.
- Headquarters
- 405 32nd Street, Suite 201, Bellingham, WA 98225
- Website
- skylineadvisors.com
- Phone
- 360-671-1621
- @skyline-advisors-inc
- SEC file
- 801-94175
- Structure
- Washington corporation
- Fiscal year end
- December
Skyline Advisors uses Charles Schwab ($365M) as custodian for its separately managed accounts. Skyline Advisors has custody of $141M in client assets for 243 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Omaha, NE · $365M100%
At year end, Skyline Advisors’ separately managed accounts were mostly in stocks (82%). Its reported 13F holdings for the quarter ended 30 June 2026 total $319M across 123 positions; the largest are iShares TR (9.4%), Vanguard Index Fds (6.0%) and Vanguard Index Fds (5.6%).
What the accounts hold
- Stocks82%
- Funds8%
- Cash6%
- Other4%
- Annuity/529 plan sub-accounts, additionally the aggregate of other asset types less than 1% in the above table.4%
Reported 13F holdings
- $319M
- Reported 13F value
- 123
- Positions
- 50.4%
- In the 10 largest
- +11.2%
- Value vs. prior quarter
- iShares TR · Core Univrsl Usd9.4%
- Vanguard Index Fds · S&P 500 ETF Shs6.0%
- Vanguard Index Fds · Total Stk Mkt5.6%
- Schwab Strategic TR · US Lcap GR ETF5.5%
- Microsoft Corp.5.3%
- Blackrock ETF Trust · iShares US Equit5.0%
- iShares TR · Core MSCI Total4.0%
- Blackrock ETF Trust · Isha IN Ctry ETF3.7%
- iShares TR · National Mun ETF3.1%
- Blackrock ETF Trust · Isha LA Valu ETF2.8%
Together, the ten largest are 50.4% of reported value.
How many clients does Skyline Advisors have?
Skyline Advisors has 369 clients and manages $386 million for them, as of January 2026. They include 206 individual clients, 159 high-net-worth individuals, and 2 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 January 2026
What services does Skyline Advisors offer?
Skyline Advisors provides portfolio management for individuals and small businesses, pension consulting, selecting other managers, and financial planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Skyline Advisors use?
Skyline Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Omaha, NE), with $365M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 January 2026
How many financial advisors does Skyline Advisors have?
Skyline Advisors has 7 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Skyline Advisors invest in?
At the end of its last fiscal year, Skyline Advisors’ separately managed accounts held 82% exchange-traded equities, 8% registered funds (mutual funds, ETFs, BDCs), 6% cash and equivalents and 4% other. The 4% other category is described as: Annuity/529 Plan Sub-Accounts, Additionally the Aggregate of Other Asset Types Less Than 1% in the Above Table.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Skyline Advisors?
Skyline Advisors’ direct owners are Mark Logan, Mark Wallace and Deka Wiebusch, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 29 January 2026
How does Skyline Advisors get paid?
Skyline Advisors is paid through a percentage of assets under management and fixed fees. 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
Is Skyline Advisors registered with the SEC?
Yes, Skyline Advisors has been registered with the SEC as an investment adviser since 1 May 2015. Its CRD number is 188511 and its SEC file number is 801-94175.
Source: Form ADV Part 1A, Item 1, filed 29 January 2026; IAPD firm record
How do I contact Skyline Advisors?
Skyline Advisors’ main office is at 405 32nd Street, Suite 201, Bellingham, WA 98225. Its phone number is 360-671-1621. Its website is skylineadvisors.com.