Wealth manager, independent · Fairview Park, OH
SKA Financial Services,inc.
SEC-registered investment adviser · CRD 107348 · SEC 801-123316
At a glance
SKA Financial Services,inc. is an SEC-registered investment adviser based in Fairview Park, Ohio, with $159 million in regulatory assets under management as of its Form ADV filed January 22, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 217 individual clients. By Form ADV it is a wealth manager, ranked 6,657th of 8,915 wealth managers and 13,393rd of 17,210 SEC-registered advisers by assets.
Main office 440-734-3200As filed on Form ADV
- Regulatory AUM
- $159M
- Rank among wealth managers
- #6,657 of 8,915
- Rank among all SEC RIAs
- #13,393 of 17,210
- Rank in Ohio
- #335 of 403
- Individual clients
- 217
- High-net-worth clients
- 42
- Accounts
- 598
- Discretionary
- 100% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Russel B. WalcherPresident/chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
SKA Financial Services,inc. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: SKA Securities, Inc..
- SKA Securities, Inc. ↗CRD 113852
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, August 2026
Its Form ADV brochure (filed January 2026) names SKA Securities as the broker-dealer its advisers are registered with.
tly a licensed general securities principal and registered representative with SKA Securities, Inc. 5 Fees and Compensation SKA is compensated for investment advisory services through a variety of fee structures including a percentage of a
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 42 | $101M | 63% |
| Individuals | 175 | $46M | 29% |
| Pension and profit sharing plans | 2 | $8M | 5% |
| Corporations or other businesses | 10 | $4M | 3% |
Disciplinary disclosures
SKA Financial Services,inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on SKA Financial Services,inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 3 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 5,518 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does SKA Financial Services,inc. manage?
SKA Financial Services,inc. reports $159 million in regulatory assets under management across 598 accounts, 100% of it on a discretionary basis, on its Form ADV filed January 22, 2026.
What kind of firm is SKA Financial Services,inc.?
SKA Financial Services,inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are SKA Financial Services,inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($101 million, 42 clients); individuals ($46 million, 175 clients); pension and profit sharing plans ($8 million, 2 clients).
Does SKA Financial Services,inc. have any disciplinary history?
SKA Financial Services,inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is SKA Financial Services,inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →