Skba Capital Management, LLC

Skba Capital Management, LLC (CRD# 108542) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,093,500,000 in 58 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
44 Montgomery Street, Suite 3500, San Francisco, CA 94104
http://www.skba.com
By the Numbers
  • Total Assets Under Management
    1,094
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $18,853,448
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, IL, LA, NE, NH, TX, VA

Financial Advisors at Skba Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Andrew Bischel, financial advisor San Francisco CA
Andrew W. Bischel
CRD#: 2561262
44 Montgomery Street, Ste. 3500, San Francisco, CA 94104
96
Wealthminder
score

Andrew Bischel (CRD# 2561262) is an Investment Advisor Representative working at Skba Capital Management, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.

2
Kenneth Kaplan, financial advisor San Francisco CA
Kenneth J. Kaplan
CRD#: 2493659
44 Montgomery Street, Ste. 3500, San Francisco, CA 94104
96
Wealthminder
score

Kenneth Kaplan (CRD# 2493659) is an Investment Advisor Representative working at Skba Capital Management, LLC in San Francisco, CA and has over 22 years of experience in the finance industry.

3
Joshua Rothe, financial advisor San Francisco CA
Joshua J. Rothe
CRD#: 2381366
44 Montgomery Street, Suite 3500, San Francisco, CA 94104
93
Wealthminder
score

Joshua Rothe (CRD# 2381366) is an Investment Advisor Representative working at Skba Capital Management, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

4
Kelly Brush, financial advisor San Francisco CA
Kelly O. Brush
CRD#: 4941331
44 Montgomery Street, Suite 3500, San Francisco, CA 94104
90
Wealthminder
score

Kelly Brush (CRD# 4941331) is an Investment Advisor Representative working at Skba Capital Management, LLC in San Francisco, CA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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