WR
William Roane Skeeters, Inc.
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 113813
· Dallas, TX
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ADV data as of May 29, 2026
- Regulatory AUM
- $28.7M
- Discretionary
- $28.7M
- Clients
- 79
- Avg AUM / client
- $363K
- Accounts
- 79
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 79 | $28.7M | 100.0% |
| High net worth individuals | 0 | $0 | — |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Roane Skeeters | Registered representative | Chartered Financial Consultant | Jan 2025 (2y) | |
| William Thomas Skeeters | Registered representative | Jan 2025 (2y) |
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) | 05/29/2026 | 990 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
- • Other fees
- • REFERRAL FEES
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 29, 2026.
View current Form ADV (SEC/IAPD) ↗