Michael John Skillman

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1994 → 12/2020
  Cadence Capital Management Corporation
  Boston, MA
• 05/2021 → 04/2025
  Faith Investor Services, Llc
  Dallas, TX
• 12/2020 → 05/2021
  Unemployed
  Dallas, TX
• 08/2021 → 04/2023
  Foreside Fund Services, Llc
  Dallas, TX
• 05/2023 → 04/2025
  Foreside Fund Services, Llc
  Dallas, TX
• 04/2025 → Present
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 04/2025 → 07/2025
  Faith Investor Services, Llc
  Dallas, TX

Previous Registrations

• 2021-06-02 → 2025-04-18
  Faith Investor Services
  Scottsdale, AZ

Other Businesses

1) SMU Cox School of Business; Investment Related; Dallas, TX; University Business School; Board Member; Start 01/2013; 1hr per month with 0 during trading hours. 2) Memorial Care Health System; Investment Related; Fountain Valley, CA, Hospital Board of Directors Vice Chair/Enterprise Risk Committee Chair/Investment Committee Chair/ Compensation Committee member, Saddleback Memorial Medical Center Foundation Board member; oversight of hospital foundation/board and of investment portfolio managed, not specific investments, 08/2022, 1 hr/mo. 3) Faith Investor Services; Investment Related; Dallas, TX, Trustee; act as a Trustee for a for faith-based ETF; 08/2025, 1hr/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-02
• S63 Uniform Securities Agent State Law Examination
  2021-09-17