SkyOak Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, family office services, insurance, and philanthropic planning. Financial planning was provided to 101–250 clients last fiscal year.
SkyOak Wealth reports 450 clients. They include 301 individual clients, 127 high-net-worth individuals, and 12 corporations and other businesses. Of its assets, 100.0% ($693M across 1,230 accounts) are managed with discretion. It advised 9 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 13% |
| High-net-worth individuals | 28% | 83% |
| Pension and profit-sharing plans | 2% | 0% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 3% | 3% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 301 | $87.6M | 12.6% | $291K |
| High-net-worth individuals | 127 | $578M | 83.5% | $4.55M |
| Pension and profit-sharing plans | 9 | $0 | 0.0% | $0 |
| Charitable organizations | 1 | $4.95M | 0.7% | $4.95M |
| Corporations and other businesses | 12 | $21.9M | 3.2% | $1.82M |
| Total | 450 | $693M | 100% | $1.54M |
- Clients
- 301
- Regulatory AUM
- $87.6M
- AUM share
- 12.6%
- Avg. per client
- $291K
- Clients
- 127
- Regulatory AUM
- $578M
- AUM share
- 83.5%
- Avg. per client
- $4.55M
- Clients
- 9
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
- Clients
- 1
- Regulatory AUM
- $4.95M
- AUM share
- 0.7%
- Avg. per client
- $4.95M
- Clients
- 12
- Regulatory AUM
- $21.9M
- AUM share
- 3.2%
- Avg. per client
- $1.82M
Total
- Clients
- 450
- Regulatory AUM
- $693M
- AUM share
- 100%
- Avg. per client
- $1.54M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 9
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
SkyOak Wealth charges 0.05%–1.95% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $200,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Corporate Retirement Plans Advisory
- The annual fee for corporate retirement plan advisory services ranges from 0.50% to 1.25%, set by plan size and level of services.
- Financial Planning and Consulting Services
- Initial financial plans are $1,500 to $10,000, ongoing planning is a retainer of 50% of the initial plan cost, and hourly consulting is $200 to $600.
- Private Wealth Manager and Family Office Services
- Billed as annual flat fees, hourly fees of $300 an hour minimum, or 0.18% to 0.48% of net worth.
Brandt Holdings Corp. owns 25% to 50% of SkyOak Wealth and is in turn owned by Jeremy Brandt (75% or more). The leadership team of SkyOak Wealth includes Chief Compliance Officer Ann Zemann. It has 7 employees, 4 of them in advisory roles.
Leadership
- Ann ZemannChief Compliance Officer
Kenneth BrandtManaging Partner
Jeremy BrandtManaging Partner
Craig SimmonsManaging Partner
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 7 employees
- 4 in advisory functions
- 5 state-registered reps
- Owns 75% or more of Skyoak Wealth LLC
Kenneth Brandt
Control person · since August 2015
- Owns 25% to 50% of Skyoak Wealth LLC
Brandt Holdings Corp.
since April 2019
- Owns 75% or more of Brandt Holdings Corp.
Jeremy Brandt
Control person · since August 2015
- Owns 25% to 50% of Skyoak Wealth LLC
Simmons Holdings Corp.
since April 2019
- Owns 75% or more of Simmons Holdings Corp.
Craig Simmons
Control person · since August 2015
- Owns 10% to 25% of Skyoak Wealth LLC
Agility Partners, Inc.
Control person · since May 2019
- Owns 75% or more of Agility Partners, Inc.
Kathryne Jobson
Control person · since May 2019
- Owns 5% to 10% of Skyoak Wealth LLC
Gill Advisory Services, LLC
since January 2024
- Owns 75% or more of Gill Advisory Services, LLC
Don Gill III
Control person · since March 2024
SkyOak Wealth’s regulatory assets grew 1.7× from $409M (March 2021) to $693M (March 2026); clients rose from 427 to 450 and employees were 7 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $693M | 450 | 7 | 2 |
| February 2025 | $601M | 453 | 10 | 2 |
| March 2024 | $497M | 455 | 10 | 2 |
| February 2023 | $392M | 437 | 7 | 2 |
| April 2022 | $472M | 437 | 7 | 2 |
| March 2021 | $409M | 427 | 7 | 1 |
Besides its headquarters, SkyOak Wealth has 1 office, with 2 listed addresses in Michigan.
Michigan · 2 listed addresses
- 28411 Northwestern Hwy, Suite 760, SouthfieldHQ
- 250 Monroe Ave., NW, Grand Rapids
Contact and registration details
- Legal name
- Skyoak Wealth LLC
- Headquarters
- 28411 Northwestern Hwy, Suite 760, Southfield, MI 48034
- Website
- skyoakwealth.com
- Phone
- 248-348-6500
- SEC file
- 801-114715
- Structure
- Michigan LLC
- Fiscal year end
- December
SkyOak Wealth uses Charles Schwab ($690M) as custodian for its separately managed accounts. SkyOak Wealth has custody of $270M in client assets for 330 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $690M100%
At year end, SkyOak Wealth’s separately managed accounts were mostly in funds (53%) and stocks (34%). Its reported 13F holdings for the quarter ended 30 June 2026 total $612M across 252 positions; the largest are SPDR Series Trust (4.8%), J P Morgan Exchange Traded F (4.8%) and Schwab Strategic TR (4.3%).
What the accounts hold
- Stocks34%
- Funds53%
- Bonds5%
- Cash8%
Reported 13F holdings
- $612M
- Reported 13F value
- 252
- Positions
- 36.8%
- In the 10 largest
- —
- Value vs. prior quarter
- SPDR Series Trust · ST Str P500val4.8%
- J P Morgan Exchange Traded F · Ultra Shrt ETF4.8%
- Schwab Strategic TR · US Lcap GR ETF4.3%
- Apple Inc.4.0%
- iShares TR · 7-10 YR Trsy BD3.8%
- iShares TR · Core S&P US Vlu3.4%
- iShares TR · Core MSCI Eafe3.2%
- Eli Lilly & CO3.2%
- SPDR Series Trust · ST Str P500etf2.7%
- J P Morgan Exchange Traded F · Short Dura Core2.4%
Together, the ten largest are 36.8% of reported value.
How many clients does SkyOak Wealth have?
SkyOak Wealth has 450 clients and manages $693 million for them, as of March 2026. They include 301 individual clients, 127 high-net-worth individuals, and 12 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 March 2026
What services does SkyOak Wealth offer?
SkyOak Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, estate planning, family office services, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does SkyOak Wealth charge?
SkyOak Wealth charges 0.05%–1.95% a year for its Investment Management Services. The fee is billed in advance, is negotiable and requires an account of at least $200,000.
Source: ADV PART 2A, filed 6 March 2026
Which custodians does SkyOak Wealth use?
SkyOak Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $690M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 March 2026
How many financial advisors does SkyOak Wealth have?
SkyOak Wealth has 5 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 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 SkyOak Wealth invest in?
At the end of its last fiscal year, SkyOak Wealth’s separately managed accounts held 53% registered funds (mutual funds, ETFs, BDCs), 34% exchange-traded equities, 8% cash and equivalents and 5% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does SkyOak Wealth have a minimum investment?
Yes, SkyOak Wealth’s minimum account size for its Investment Management Services is $200K.
Source: ADV PART 2A, filed 6 March 2026
Who owns SkyOak Wealth?
SkyOak Wealth is owned through holding companies by Kathryne Jobson, Jeremy Brandt, Craig Simmons and Don Gill III. Its direct owners are Agility Partners, Inc. (10% to 25%), Brandt Holdings Corp. (25% to 50%), Simmons Holdings Corp. (25% to 50%), Gill Advisory Services, LLC (5% to 10%) and Kenneth Brandt (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 6 March 2026
How does SkyOak Wealth get paid?
SkyOak Wealth is paid through a percentage of assets under management, hourly charges 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 SkyOak Wealth registered with the SEC?
Yes, SkyOak Wealth has been registered with the SEC as an investment adviser since 16 January 2019. Its CRD number is 299564 and its SEC file number is 801-114715.
Source: Form ADV Part 1A, Item 1, filed 6 March 2026; IAPD firm record
How do I contact SkyOak Wealth?
SkyOak Wealth’s main office is at 28411 Northwestern Hwy, Suite 760, Southfield, MI 48034. Its phone number is 248-348-6500. Its website is skyoakwealth.com.