Roman Skurdal
Ceva Advisors · Beavercreek, Ohio
Roman Skurdal is a fee-only financial advisor at Ceva Advisors in Beavercreek, Ohio. Roman focuses on equity compensation, retirement planning and estate & legacy planning. Ceva Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Tech employees
Facts
| Firm | Ceva Advisors |
|---|---|
| Based in | Beavercreek, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $52M across 90 accounts |
| SEC registration | Investment adviser representative in OH, WA · CRD 7852841 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | cevaadvisors.com |
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Questions about Roman
Is Roman Skurdal a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roman holds no broker registration, and Ceva Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Roman charge for financial advice?
Roman's firm, Ceva Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Roman Skurdal based?
Roman Skurdal is based in Beavercreek, Ohio.
What does Roman specialize in?
Roman's specialties include equity compensation, retirement planning, estate & legacy planning and small business owners. Roman works with pre-retirees, retirees and tech employees.
Is Roman Skurdal registered with the SEC?
Yes. Roman Skurdal is registered as an investment adviser representative in OH and WA (CRD 7852841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ceva Advisors manage?
Ceva Advisors reports $52M across 90 accounts in assets under management.
How do I contact Roman Skurdal?
Through Roman's website, cevaadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ceva Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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