# Skyview Pinnacle

> Skyview Pinnacle is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 14, 2026.

- CRD: 338282
- Filed as: SKYVIEW PINNACLE
- Legal name: Skyview Pinnacle Inc.
- Also doing business as: SKYVIEW PINNACLE INVESTMENTS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: May 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338282
- AdvisorCensus page: https://advisorcensus.com/firm/skyview-pinnacle-338282

## Quick answers

**How is Skyview Pinnacle compensated?**
On its Form ADV (Item 5.E, October 2026), Skyview Pinnacle reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Skyview Pinnacle registered with the SEC or a state?**
Skyview Pinnacle is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338282.

**How much does Skyview Pinnacle manage?**
Skyview Pinnacle reports $10,468,799 in regulatory assets under management in its Form ADV filing dated May 14, 2026 (100% discretionary).

**What types of clients does Skyview Pinnacle serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45).

**Does Skyview Pinnacle report any disciplinary disclosures?**
Reports 5 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct), 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), 11.E(1) (self-regulatory organization's finding of a false statement or omission), and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338282

**What changed in Skyview Pinnacle's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $0 to $10,468,799. Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,468,799
- Discretionary: $10,468,799
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $8,058,915 |
| High net worth individuals | Fewer than 5 | $2,409,884 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports 5 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(1): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.E(1): Has a self-regulatory organization (such as FINRA) or a commodities exchange ever found that the firm or an advisory affiliate made a false statement or omission?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338282

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Sun City Center, FL

### Websites listed on Form ADV (Item 1.I)
- skyviewpinnacle.com

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $0 to $10,468,799.
- Employees performing advisory functions went from 2 to 3.

### January 2026
- Employees performing advisory functions went from 1 to 2.
- Item 11 disclosure answers changed: 5 yes answers, previously 0 (now yes: 11.D(1), 11.D(2), 11.D(4), 11.E(1), 11.E(2)).
- Added an office in Sun City Center, FL.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Skyview Pinnacle (CRD 338282): Form ADV filing data as of October 2026.