Skyline Advisors, Inc.
- Regulatory AUM
- $386M
- Discretionary
- $382M
- Clients
- 369
- Avg AUM / client
- $1.0M
- Accounts
- 1,204
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 206 | $59.7M | 15.4% |
| High net worth individuals | 159 | $312M | 80.6% |
| Pension and profit sharing plans | 2 | $5.8M | 1.49% |
| Charitable organizations | 2 | $9.5M | 2.46% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Clifford Logan | Owner / Chief Compliance Officer | CFP | Mar 2015 (11y) | 25% – 50% |
| Mark Leigh Wallace | Owner | CFP | Mar 2015 (11y) | 25% – 50% |
| Unrein, William | Owner | Mar 2015 (11y) | 25% – 50% | |
| Deka Bree Wiebusch | Owner | CFP | May 2015 (11y) | 25% – 50% |
| Sarah Elisabeth Louise Arnold | Registered representative | Jan 2019 (8y) | ||
| Briana Nicole Bromet | Registered representative | Nov 2023 (3y) | ||
| Thomas David Liddell | Registered representative | Aug 2024 (2y) | ||
| Dacey Denise Durbin | Registered representative | Oct 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/29/2026 | 870 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $365M (94% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 29, 2026.
View current Form ADV (SEC/IAPD) ↗