DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Skg Capital Advisors, LLC
Legal name Sklar Capital Advisors, LLC
Latest filing Feb 26, 2026
First filing on the tape May 3, 2022 · 8 filings
SEC status approved since Jun 2, 2022
RAUM
$129M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$129M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$43.1M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
8 filings and snapshots on the tape
RAUM$129M as of Feb 26, 2026
Mar 17, 2023$97.9M then
HNW client RAUM$77.2M as of Feb 26, 2026
Mar 17, 2023$52.5M then
State-registered IARs (5.B.3)2 as of Feb 26, 2026
Mar 17, 20232 then
Employees (5.A)3 as of Feb 26, 2026
Mar 17, 20233 then
Private funds: no history
RAUM +8.6% over the last fiscal year+9.7% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Feb 26, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $43.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 92derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $467,009derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -0.4%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Wrap fee program
- $129MreportedItem 5.I
- Custody
- $40.8M, 102 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$77.2M60%
- Individuals$52.2M40%
- Individual clients
- 240reported
- HNW clients
- 37reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 277reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- $40.8M for 102 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ronald Daniel Sklar | Albuquerque, Nm | Apr 13, 2017 | 40 y | 3 |
| Saxon Thomas KnightCertified Financial Planner, Chartered Financial Analyst | Albuquerque, Nm | Apr 17, 2017 | 18 y | 2 |
| Nicholas Mcleod GordonCertified Financial Planner | Albuquerque, Nm | Dec 7, 2017 | 14 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Nicholas Mcleod Gordon from National Planning Corporation ("Npc Of America" In Fl & Ny)Dec 7, 2017 · Other
- Saxon Thomas Knight from Ssn Advisory, Inc.Apr 17, 2017 · Other
- Ronald Daniel Sklar from Ssn Advisory, Inc.Apr 13, 2017 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Ssn Advisory, Inc.May 11, 2017 · Albuquerque, Nm
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Mcleod Nicholas Gordon · Chief Compliance Officercontrolsince 01/2022 · owns 10% to 25%
- Thomas Saxon Knight · Presidentcontrolsince 01/2022 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Albuquerque, Nm · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 278 to 277Mar 11, 2025 to Feb 26, 2026
- HNW clients · 35 to 37Mar 11, 2025 to Feb 26, 2026
- Individual clients · 243 to 240Mar 11, 2025 to Feb 26, 2026
- Assets in custody · $34.0M to $40.8MMar 11, 2025 to Feb 26, 2026
- Discretionary RAUM · $119M to $129MMar 11, 2025 to Feb 26, 2026
- HNW RAUM · $69.6M to $77.2MMar 11, 2025 to Feb 26, 2026
- Individual RAUM · $49.6M to $52.2MMar 11, 2025 to Feb 26, 2026
- RAUM · $119M to $129MMar 11, 2025 to Feb 26, 2026
- Accounts · 229 to 278Jan 13, 2025 to Mar 11, 2025
- Individual clients · 194 to 243Jan 13, 2025 to Mar 11, 2025
- Assets in custody · $29.2M to $34.0MJan 13, 2025 to Mar 11, 2025
- Financial planning clients · 51-100 to 51-100Jan 13, 2025 to Mar 11, 2025
- Discretionary RAUM · $106M to $119MJan 13, 2025 to Mar 11, 2025
- HNW RAUM · $65.4M to $69.6MJan 13, 2025 to Mar 11, 2025
- Individual RAUM · $40.7M to $49.6MJan 13, 2025 to Mar 11, 2025
- RAUM · $106M to $119MJan 13, 2025 to Mar 11, 2025
- Wrap assets (manager) · $106M to $0Jan 13, 2025 to Mar 11, 2025
- Wrap assets (sponsor) · $106M to $0Jan 13, 2025 to Mar 11, 2025
- Business name · SKLAR CAPITAL ADVISORS, LLC to SKG CAPITAL ADVISORS, LLCFeb 29, 2024 to Jan 13, 2025
- Accounts · 275 to 229Oct 17, 2023 to Feb 29, 2024
- HNW clients · 32 to 35Oct 17, 2023 to Feb 29, 2024
- Individual clients · 243 to 194Oct 17, 2023 to Feb 29, 2024
- Assets in custody · $33.7M to $29.2MOct 17, 2023 to Feb 29, 2024
- Discretionary RAUM · $98.3M to $106MOct 17, 2023 to Feb 29, 2024
- HNW RAUM · $53.6M to $65.4MOct 17, 2023 to Feb 29, 2024
- Individual RAUM · $44.7M to $40.7MOct 17, 2023 to Feb 29, 2024
- RAUM · $98.3M to $106MOct 17, 2023 to Feb 29, 2024
- Wrap assets (manager) · $0 to $106MOct 17, 2023 to Feb 29, 2024
- Wrap assets (sponsor) · $0 to $106MOct 17, 2023 to Feb 29, 2024
- Accounts · 282 to 275Mar 17, 2023 to Oct 17, 2023
- HNW clients · 33 to 32Mar 17, 2023 to Oct 17, 2023
- Individual clients · 245 to 243Mar 17, 2023 to Oct 17, 2023
- Discretionary RAUM · $94.4M to $98.3MMar 17, 2023 to Oct 17, 2023
- HNW RAUM · $52.5M to $53.6MMar 17, 2023 to Oct 17, 2023
- Individual RAUM · $41.9M to $44.7MMar 17, 2023 to Oct 17, 2023
- Non-discretionary RAUM · $3.5M to $0Mar 17, 2023 to Oct 17, 2023
- Pension RAUM · 3531052.0 to unsetMar 17, 2023 to Oct 17, 2023
- RAUM · $97.9M to $98.3MMar 17, 2023 to Oct 17, 2023
- Accounts · 270 to 282Dec 7, 2022 to Mar 17, 2023
- HNW clients · 34 to 33Dec 7, 2022 to Mar 17, 2023
Signals
1 dated events
- Sklar Capital Advisors, Llc filed its initial SEC registration (Form ADV)May 3, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 505-856-5444reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 505-856-5769reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- SKGADVISORS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (505) 856-5444reportedpublic record, Form ADV, Feb 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $43.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026