SS
Steven L. Skancke
KEEL POINT
Vienna, VA 22182
Some features on this profile are disabled
CRD#: 5327191
SS
Professional summary
Steven Lynn Skancke is a registered financial advisor currently at KEEL POINT, LLC located in Vienna, Virginia.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Steven has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
G. WILLIAM MILLER & CO., INC. (FEBRUARY 1984 - PRESENT)
NOT INVESTMENT RELATED - 8065 LEESBURG PIKE, SUITE 300 VIENNA, VA 22182. DR. SKANCKE IS A 50% OWNER AND BOARD MEMBER OF G. WILLIAM MILLER & CO., INC., A PRIVATE MERCHANT BANKING FIRM. THROUGH HIS AFFILIATION WITH G. WILLIAM MILLER & CO., DR. SKANCKE SERVES ALSO SERVES AS AN ADMINISTRATIVE CORPORATE OFFICER TO SEVERAL G. WILLIAM MILLER CLIENT ENTITIES. G. WILLIAM MILLER & CO. RECEIVES A FEE FOR DR. SKANCKE'S SERVICES UNDER SERVICE AGREEMENTS WITH THESE G. WILLIAM MILLER CLIENTS.
SARF USA REAL ESTATE INVESTMENTS, INC.(APRIL 2013 TO PRESENT)
PRIVATE INVESTMENT RELATED. THROUGH A SERVICE AGREEMENT WITH KEEL POINT, LLC, DR. SKANCKE SERVES AS AN ADMINISTRATIVE OFFICER TO THE US HOLDING COMPANY FOR THIS CLIENT-FAMILY REAL ESTATE INVESTMENT COMPANY AND ITS OFFSHORE PARENT. APPROX 1 HOUR PER MONTH NOT DURING TRADING HOURS. DR. SKANCKE DOES NOT RECEIVE COMPENSATION.
JR TECH VENTURES, LLC (MARCH 2013 TO PRESENT)
INVESTMENT RELATED - DR. SKANCKE SERVES AS AN ADMINISTRATIVE OFFICER FOR THIS LIMITED LIABILITY COMPANY 8065 LEESBURG PIKE, VIENNA, VA 22182, APPROX. 1 HOUR PER YEAR. NO COMPENSATION.
INVESTMENT COMMITTEE MEMBERSHIPS
INVESTMENT RELATED. BEGINNING IN JULY 2008 DR. SKANCKE SERVES AS AN INVESTMENT COMMITTEE MEMBER TO A CLIENT RELATED INVESTMENT TRUSTS WHICH COMPENSATES DR. SKANCKE FOR SERVING ON THE INVESTMENT COMMITTEE. APPROX 2 HOURS PER WEEK SOME OF WHICH IS DURING TRADING HOURS.
INVESTMENT RELATED. Schulze Global Ethiopian Growth and Transformation Fund LP (October 2012 to Present)Addis Ababa, Ethiopia, Dr. Skancke serves as investment committee member, compensated as a percentage of carried interest ( if any ) attends semi-annual meetings and a monthly call, some during trading hours,
INVESTMENT RELATED. BlueArc Multi-Strategy Fund, (July 2015 to Present), 17605 Wright Street, Omaha Nebraska, Dr. Skancke serves as one of five trustees for the fund, no compensation, approximately 5 hours per months some during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Lynn Skancke's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 5, 2015 - Present
KEEL POINT, LLC
Office #1: 8065 Leesburg Pike Suite 300, Vienna, VA 22182Office #2: 100 Church Street Suite 500, Huntsville, AL 35801RIA
CRD#: 127902
Vienna, VA
Past
July 25, 2008 - December 31, 2014
KEEL POINT ADVISORS, LLC
RIA
CRD#: 139379
VIENNA, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KEEL POINT, LLC
BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC
CRD#: 127902 / SEC#: 801-62249
RIA
Registered Investment Advisory firm - (8/1/2003 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Virginia(1/5/2015)
Current Firm
KP
KEEL POINT, LLC
BLUE CREEK | KEEL POINT, LLC | KEEL POINT CAPITAL, LLC | GRANITE FINANCIAL PARTNERS | BLUE CREEK INVESTMENT PARTNERS, LLC
CRD#: 127902 / SEC#: 801-62249
RIA
Registered Investment Advisory firm - (8/1/2003 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
100 Church Street Suite 500, Huntsville, AL 35801
Mailing Address
Phone number
(256) 704-5111
Established
Firm type
Fiscal year end
# of Employees
76
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,626 |
| AUM (Assets Under Management) | $ 3,464,607,203 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 01/26/2024 | ||
| 10/25/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
