# Sky Investment Group LLC

> Sky Investment Group LLC is an SEC-registered investment advisory firm in Hartford, CT, registered since 2005, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 134001
- Filed as: SKY INVESTMENT GROUP LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hartford, CT
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134001
- AdvisorCensus page: https://advisorcensus.com/firm/sky-investment-group-llc-hartford-ct-134001

## Quick answers

**How is Sky Investment Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Sky Investment Group LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Sky Investment Group LLC located?**
Sky Investment Group LLC's principal office is in Hartford, CT, according to its Form ADV.

**Is Sky Investment Group LLC registered with the SEC or a state?**
Sky Investment Group LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134001.

**How much does Sky Investment Group LLC manage?**
Sky Investment Group LLC reports $930,981,263 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Sky Investment Group LLC's assets and staff changed since 2021?**
In the Form ADV data for Sky Investment Group LLC: Regulatory assets under management: $644,924,678 in the October 2021 data and $930,981,263 in the October 2026 data, up 44%. Total employees: 9 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Sky Investment Group LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (386); charitable organizations (8); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Sky Investment Group LLC use?**
Sky Investment Group LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Distributors Company LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Sky Investment Group LLC 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/134001

**Does Sky Investment Group LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "SKY Investment Group LLC does not impose any minimum for opening an investment account."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: None

> SKY Investment Group LLC does not impose any minimum for opening an investment account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company LLC
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $930,981,263
- Discretionary: $930,981,263
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 386 | $913,188,512 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $7,478,253 |
| Charitable organizations | 8 | $10,314,498 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2005 (21 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, MD, MN, NC, NH, NY, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [skyig.com](https://skyig.com)
- Facebook @SKY-Investment-Group
- LinkedIn @sky-investment-group
- LinkedIn @robert-bingham-9020b3199

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $644,924,678 | 9 | March 29, 2021 |
| October 2022 | $763,615,727 | 9 | March 30, 2022 |
| October 2023 | $682,647,948 | 9 | May 15, 2023 |
| October 2024 | $765,257,886 | 10 | March 26, 2024 |
| October 2025 | $850,858,338 | 10 | July 29, 2025 |
| October 2026 | $930,981,263 | 11 | March 31, 2026 |

Regulatory assets under management: $644,924,678 in the October 2021 data and $930,981,263 in the October 2026 data, up 44%.
Total employees: 9 in October 2021 and 11 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sky Investment Group LLC (CRD 134001): Form ADV filing data as of October 2026.