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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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Skyline Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Skyline Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Skyline Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Skyline Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Skyline Advisors registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Skyline Advisors?","answer":"Skyline Advisors’ main office is at 405 32nd Street, Suite 201, Bellingham, WA 98225. Its phone number is 360-671-1621. 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