Skyoak Wealth Llc
- Regulatory AUM
- $693M
- Discretionary
- $693M
- Clients
- 450
- Avg AUM / client
- $1.5M
- Accounts
- 1,230
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Mar 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 301 | $87.6M | 12.6% |
| High net worth individuals | 127 | $578M | 83.5% |
| Pension and profit sharing plans | 9 | $0 | — |
| Charitable organizations | 1 | $4.9M | 0.71% |
| Corporations and other businesses | 12 | $21.9M | 3.16% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Thomas Simmons | Managing Partner | Aug 2015 (11y) | ≈ 18.75% – 50% via Simmons Holdings Corp. | |
| Jeremy Scott Brandt | Managing Partner | Aug 2015 (11y) | ≈ 18.75% – 50% via Brandt Holdings Corp. | |
| Kenneth Grahm Brandt | Managing Partner | Aug 2015 (11y) | ≈ 0% – 5% via Kenneth Brandt Revocable Living Trust Dtd 6/25/1991 | |
| Don Bradley Gill Iii | Owner | Feb 2019 (7y) | ≈ 3.75% – 10% via Gill Advisory Services, Llc | |
| Jobson, Kathryne, A | Manager | May 2019 (7y) | ≈ 7.5% – 25% via Agility Partners, Inc. | |
| Zemann, Ann, Terese | Chief Compliance Officer | Jan 2020 (7y) | Less than 5% | |
| Roger Thomas Denha | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brandt Holdings Corp. | Owner | Apr 2019 | A | 25% – 50% |
| Simmons Holdings Corp. | Owner | Apr 2019 | A | 25% – 50% |
| Agility Partners, Inc. | Owner | May 2019 | A | 10% – 25% |
| Gill Advisory Services, Llc | Owner | Jan 2024 | A | 5% – 10% |
| Kenneth Brandt Revocable Living Trust Dtd 6/25/1991 | Owner | Apr 2019 | A | Less than 5% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Craig Thomas Simmons: 75% – 100% of Simmons Holdings Corp. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Jeremy Scott Brandt: 75% – 100% of Brandt Holdings Corp. × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Kenneth Grahm Brandt: 75% – 100% of Kenneth Brandt Revocable Living Trust Dtd 6/25/1991 × 0% – 5% direct ≈ 0% – 5% of the firm
- Don Bradley Gill Iii: 75% – 100% of Gill Advisory Services, Llc × 5% – 10% direct ≈ 3.75% – 10% of the firm
- Jobson, Kathryne, A: 75% – 100% of Agility Partners, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
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) | 03/06/2026 | 1.04 MB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $690M (100% of AUM) Mar 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: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗