SKB ADVISORY, LLC

SKB ADVISORY, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 304778). Regulatory assets under management: $2.1M.

Registration

• CRD: 304778
• Type: Registered investment adviser
• Location: 1035 DAIRY ASHFORD RD, HOUSTON, TX, 77079
• Phone: 832-328-0874
• Latest filing: 2026-04-02
• Regulatory AUM: $2.1M
• Discretionary AUM: $981K
• Non-discretionary AUM: $1.1M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304778 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search