# Skyview Financial Group, LLC

> Skyview Financial Group, LLC is an SEC-registered investment advisory firm in Ponte Vedra Beach, FL, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 310581
- Filed as: SKYVIEW FINANCIAL GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ponte Vedra Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310581
- AdvisorCensus page: https://advisorcensus.com/firm/skyview-financial-group-llc-ponte-vedra-beach-fl-310581

## Quick answers

**How is Skyview Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Skyview Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Skyview Financial Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states); Flat fee: $100 to $1,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Skyview Financial Group, LLC located?**
Skyview Financial Group, LLC's principal office is in Ponte Vedra Beach, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Skyview Financial Group, LLC registered with the SEC or a state?**
Skyview Financial Group, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 310581.

**How much does Skyview Financial Group, LLC manage?**
Skyview Financial Group, LLC reports $286,642,185 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Skyview Financial Group, LLC's assets and staff changed since 2024?**
In the Form ADV data for Skyview Financial Group, LLC: Regulatory assets under management: $103,000,000 in the October 2024 data and $286,642,185 in the October 2026 data, up 178%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Skyview Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (321); high net worth individuals (41).

**Which custodians does Skyview Financial Group, LLC use?**
Skyview Financial Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Skyview Financial 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/310581

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Investment advisory fees are paid quarterly in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement. Investment advisory fees are based on the market value of assets under management at the end of the prior calendar quarter. Investment advisory fees range up to 1.50% annually based

- Flat fee: $100 to $1,000 (financial planning services)

> Skyview Financial Group offers financial planning services for a fixed engagement fee ranging from $100 to $1,000 per engagement.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Distributors Company 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: $286,642,185
- Discretionary: $286,642,185
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 321 | $221,192,185 |
| High net worth individuals | 41 | $65,450,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Morristown, NJ

### Websites listed on Form ADV (Item 1.I)
- skyviewfg.com
- Facebook @skyviewfg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $103,000,000 | 3 | June 10, 2024 |
| October 2025 | $273,866,537 | 3 | March 25, 2025 |
| October 2026 | $286,642,185 | 3 | March 10, 2026 |

Regulatory assets under management: $103,000,000 in the October 2024 data and $286,642,185 in the October 2026 data, up 178%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Skyview Financial Group, LLC (CRD 310581): Form ADV filing data as of October 2026.