Skyview Financial Group, LLC
● SEC registered since 2024CRD 310581SEC# 801-129593Ponte Vedra Beach, FL
Reg. AUM
$286.6M
Employees
3
Accounts
342
Location
Ponte Vedra Beach, FL
Skyview Financial Group, LLC assets under management
Skyview Financial Group, LLC is an investment advisory firm registered with the SEC based in Ponte Vedra Beach, FL. The firm has been registered since 2024. It reports $286.6 million in regulatory assets under management and employs 3 people.
Skyview Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander Robert Potenza Control | President And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Skyview Financial Group, LLC manage?
Skyview Financial Group, LLC reports $286.6 million in regulatory assets under management on its Form ADV.
How many employees does Skyview Financial Group, LLC have?
Skyview Financial Group, LLC reports 3 employees.
Where is Skyview Financial Group, LLC located?
Skyview Financial Group, LLC is based in Ponte Vedra Beach, FL and has been SEC-registered since 2024.
Does Skyview Financial Group, LLC disclose fund performance?
Skyview Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 816 A1a N, Suite 205, Ponte Vedra Beach, FL 32082 |
| Phone | (888) 406-0444 |
| Office hours | By Appointment |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$286.6M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$286.6Mregulatory AUM
Discretionary $286.6M