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SKBA CAPITAL MANAGEMENT, LLC

601 California St., Suite 1500
San Francisco, California 94108-2805
Tel: 415-989-7852

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About SKBA CAPITAL MANAGEMENT, LLC

SKBA CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SKBA CAPITAL MANAGEMENT, LLC. The firm was established in 04/02/1999. They have over 1 offices throughout the country.

SKBA CAPITAL MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $662,387,000 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108542
SEC#801-56391
Assets Managed by Firm$662,387,000
No. of Clients25
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Other (PERCENTAGE OF MODEL PORTFOLIO ASSETS)

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other (MODEL RESEARCH PROVIDER)

Firm Client Information

No. of ClientsAUM
Firm Total25$662,387,000
Individuals (other than high net worth individuals)10$5,393,000
High net worth individuals8$39,765,000
Pension and profit sharing plansFewer than 5 clients$19,931,000
Corporations or other businessesFewer than 5 clients$89,673,000

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