Advisor at Skyview Capital Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Skyview Capital Management
Location
Brownsburg, IN 46112
Credentials
Series 63, Series 65
Industry experience
15 years
Matthew Holbrook is the founder of Skyview Capital Management and holds Series 63 and Series 65 licenses with 15 years of industry experience. His background includes roles at Executive Jet Management and Jet Linx, and he is also a licensed pilot. Additionally, he works as an independent insurance agent. Skyview Capital Management provides discretionary asset management and financial planning services to individuals, small businesses, and high-net-worth clients. The firm creates tailored investment plans based on clients’ objectives and risk tolerance, employing a variety of analytical strategies and conducting regular portfolio reviews.
Based on Skyview Capital Management
Financial planning fixed fees range from $1,500 to $10,000
$0 - $250,000: 1.25% annually $250,000.01 - $500,000: 1.10% annually $500,000.01 - $750,000: 1.00% annually $750,000.01 - $1,000,000: 0.90% annually $1,000,000.01 - $2,000,000: 0.80% annually $2,000,000.01 - $5,000,000: 0.70% annually $5,000,000.01+: 0.60% annually
Investment Advisor Representatives receive external compensation for sales of investment related products such as insurance, as licensed insurance agents.
$250 per hour for financial planning services
Account minimum: $250,000 of income, investment assets available to be managed, or net worth (minimum) Fee-only: Hourly financial planning fee of $250 per hour; Fixed financial planning fees range from $1,500 to $10,000
7230 Arbuckle Commons, Suite 170
Brownsburg, IN 46112
Indiana
Executive Jet Management
2023 - Present (3 years)
Simon Hangar, LLC
2022 - 2023 (1 year)
Skyview Capital Management, Llc
2018 - Present (8 years)
Jet Linx
2017 - 2022 (5 years)
Matthew Holbrook, Sole Proprietor
2016 - Present (10 years)
Cambridge Investment Research Advisors
2016 - 2017 (1 year)
Cambridge Investment research, Inc.
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Indianapolis, IN
WealthGuides LLC
I'm a fiduciary & CERTIFIED FINANCIAL PLANNER living in Indianapolis, Indiana but serving clients nationwide. For years I've helped individuals and families plan for retirement and other imporant financial decisions. In college, I studied economics with a concentration in finance. After college, I worked for large wealth management firm in Indiana and then a boutique financial advising office specializing in retirement planning. That firm was later acquired and after a few years working for the acquiring firm I left to start WealthGuides. As an advisor I've worked with clients age 22 to 92. While I've worked with a wide range of people, I've always found my passion was with working with people to create a plan for retirement. As an advisor I provide guidance to my clients on taxes, their investment portfolios, estate planning, & charitable giving amongst others areas. I show people where they can save on taxes and I give clarity and strategies for how my clients can maximize the potential for what they can spend on themselves and give to others. On the personal side I'm a runner, a reader, a cat dad, and a traveler. I also enjoy sipping on a nice glass of wine or whiskey.
Series 63, Series 65
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