DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SKA FINANCIAL SERVICES,INC.

CRD 107348

FAIRVIEW PARK, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5fdbdddd-62dd-0883-897a-8b394c9538de

Data as of Jan 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 27, 2012 to Jan 22, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.05 related_bd=true related_bank=false bd_reps=1.0
Regulatory AUM: $159MItem 5.F on the latest filing (2026-01-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $159M
Private client RAUM: $146MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $159Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 598
Individual clients: 175
High net worth clients: 42
SEC number: 801-123316
CRD: 107348
Filings on the tape: 10
First filed: Jan 27, 2012
Latest filed: Jan 22, 2026
Organised: Corporation, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RUSSEL BRIAN WALCHER	Certified Financial Planner	FAIRVIEW PARK, OH	26	31	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WALCHER, RUSSEL, BRIAN	PRESIDENT/CHIEF COMPLIANCE OFFICER	E	yes	04/1995	Jan 27, 2012	Jan 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SKA SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a
STRANG, KLUBNIK & ASSOC., INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 22, 2026	$159M	$159M	1	1	0	n/a	n/a
2024	Feb 20, 2025	$150M	$150M	1	1	0	n/a	n/a
2023	Jan 30, 2024	$113M	$113M	1	1	0	n/a	n/a
2022	Jan 27, 2023	$107M	$107M	1	1	0	n/a	n/a
2011	Jan 27, 2012	$75.6M	$63.6M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$159M	$150M	6.1%	$107M	14.0%	1	1	0	0

Relationships

Registered with (2)

← RUSSEL BRIAN WALCHERAdvisorregistration: current employment
Oct 18, 1999 to presentfactForm ADV
← JOHN HOWARD BAIRAdvisorregistration: previous registration
Oct 16, 2002 to Apr 1, 2013factForm ADV

Controls (1)

← WALCHER, RUSSEL, BRIANOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 27, 2012 to Jan 30, 2024factForm ADV

Dated events

Occurred
Jan 26, 2022
Control person left
Douglas Gary Klubnik (Vice President/Cfo) no longer on Schedule A of Ska Financial Services,Inc. (listed 2012-03-29, absent 2022-01-26)
Form ADVobserved 3 days ago
Occurred
Jan 26, 2022
First Form ADV filing
Ska Financial Services,Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5fdbdddd-62dd-0883-897a-8b394c9538de
First observed: Jan 27, 2012
Last observed: Jan 22, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SKA FINANCIAL SERVICES,INC.

CRD 107348

FAIRVIEW PARK, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5fdbdddd-62dd-0883-897a-8b394c9538de

Data as of Jan 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RUSSEL BRIAN WALCHER

Certified Financial Planner

FAIRVIEW PARK, OH

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WALCHER, RUSSEL, BRIAN

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

04/1995

Jan 27, 2012

Jan 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SKA SECURITIES, INC.

n/a

yes

n/a

STRANG, KLUBNIK & ASSOC., INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 22, 2026

$159M

n/a

2024

Feb 20, 2025

$150M

n/a

2023

Jan 30, 2024

$113M

n/a

2022

Jan 27, 2023

$107M

n/a

2011

Jan 27, 2012

$75.6M

$63.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$159M

$150M

6.1%

$107M

14.0%