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Sky Alpha Asset Advisors
Filed as SKY ALPHA ASSET ADVISORS · Legal name Sky Alpha Asset Advisors LLC
Sky Alpha Asset Advisors is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.
Quick answers
From the filingHow is Sky Alpha Asset Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Sky Alpha Asset Advisors reports these compensation arrangements: a percentage of assets under its management; commissions.
Where is Sky Alpha Asset Advisors located?
Sky Alpha Asset Advisors' principal office is in Boca Raton, FL, according to its Form ADV.
Is Sky Alpha Asset Advisors registered with the SEC or a state?
Sky Alpha Asset Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 295839.
How much does Sky Alpha Asset Advisors manage?
Sky Alpha Asset Advisors reports $215,979,330 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).
How have Sky Alpha Asset Advisors' assets and staff changed since 2021?
In the Form ADV data for Sky Alpha Asset Advisors: Regulatory assets under management: $247,167,637 in the October 2021 data and $215,979,330 in the October 2026 data, down 13%. Total employees: 6 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Sky Alpha Asset Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (191); individuals (other than high net worth individuals) (95); corporations or other businesses not listed above (26).
Which custodians does Sky Alpha Asset Advisors use?
Sky Alpha Asset Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Sky Alpha Asset Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/295839
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Commissions
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated February 4, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$215,979,330 as of October 2026, filing dated February 4, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Sky Alpha Asset Advisors LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
10 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $215,979,330 | 3 | February 4, 2026 |
| October 2025 | $208,000,000 | 4 | March 6, 2025 |
| October 2024 | $207,368,474 | 3 | March 12, 2024 |
| October 2023 | $269,174,559 | 6 | June 16, 2023 |
| October 2022 | $248,004,800 | 5 | March 31, 2022 |
| October 2021 | $247,167,637 | 6 | March 17, 2021 |
Regulatory assets under management: $247,167,637 in the October 2021 data and $215,979,330 in the October 2026 data, down 13%.
Total employees: 6 in October 2021 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Sky Alpha Asset Advisors (CRD 295839): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/sky-alpha-asset-advisors-boca-raton-fl-295839