Skyler Keate
Cadinha & Co · Park City, Utah
Skyler Keate is a fee-only financial advisor at Cadinha & Co in Park City, Utah. Skyler focuses on estate & legacy planning, retirement planning and family wealth transfer. Cadinha & Co reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Cadinha & Co |
|---|---|
| Based in | Park City, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.12B across 1,406 accounts |
| SEC registration | Investment adviser representative in HI, UT · CRD 6376766 |
| Exams passed | Series 65 (2018) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.cadinha.com |
How Skyler's firm compares
- Cadinha & Co's average account is about $799,000, from its Form ADV (assets managed divided by 1,406 accounts).
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Questions about Skyler
Is Skyler Keate a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Skyler holds no broker registration, and Cadinha & Co reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Skyler charge for financial advice?
Skyler's firm, Cadinha & Co, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Skyler Keate based?
Skyler Keate is based in Park City, Utah.
What does Skyler specialize in?
Skyler's specialties include estate & legacy planning, retirement planning and family wealth transfer.
Is Skyler Keate registered with the SEC?
Yes. Skyler Keate is registered as an investment adviser representative in HI and UT (CRD 6376766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cadinha & Co manage?
Cadinha & Co reports $1.12B across 1,406 accounts in assets under management.
How do I contact Skyler Keate?
Through Skyler's website, www.cadinha.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
- Cadinha & Co 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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