DBA: SKG CAPITAL ADVISORS, LLC
| Total AUM | $129.4M |
| Discretionary | $129.4M100% of AUM |
| Client Accounts | 277 |
| Avg Account Size | $467K |
| Employees | 3 |
| Peak AUM | $129.4MFeb 2026 |
| AUM CAGR | +4.1% /yrover 4 yrs · 9 filings |
Total AUM
$129M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $129M | +22.0% | +10.0% | +4.1% | |
| Discretionary AUM | $129M | ||||
| Total AUM | $129.4M |
| Discretionary | $129.4M |
| Employees | 3 |
| Client Accounts | 277 |
| Client Range | 51-100 |
Address
6757 ACADEMY ROAD, NE
ALBUQUERQUE NM 87109
Phone
(505) 856-5444
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$129M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +22.0% |
| +11.4% |
| +5.3% |
| Total Accounts | 277 | +21.0% | 0.6% | +0.7% |
| Avg Account Size | $467,008.975 | +0.9% | +10.7% | +3.4% |
| Employees | 3 | 0.0% | 0.0% | +11.4% |
| AUM / Employee | $43M | +22.0% | +10.0% | 6.6% |
Client AUM Segments | |||||
| Wealth AUM | $129M | +22.0% | +11.4% | +5.3% | |
Client Count Segments | |||||
| HNW Clients | 240 | +23.7% | 0.7% | +0.9% | |
| Individuals | 37 | +5.7% | +4.0% | +2.3% | |