Skybox Financial Group LLC logo

Skybox Financial Group LLC

Updated today

Client assets under management

$75,171,595

Clients

189

11% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

95

High

Average account size

$397,733

About

Skybox Financial Group is an independent registered investment adviser that serves primarily individual clients and also provides services to corporate and business-sponsored retirement plans. The firm offers discretionary portfolio management, non‑discretionary portfolio monitoring through independent third‑party managers, comprehensive financial planning, and held‑away account services for employer plans and other custodial accounts.

Its investment process blends asset‑allocation and Modern Portfolio Theory with both fundamental and technical analysis to construct portfolios of equities, fixed income, mutual funds and ETFs, and the firm may consider alternative vehicles when appropriate. The brochure discloses the firm’s assets under management (approximately $75 million) and includes published performance results and a stated process for regularly evaluating and replacing third‑party portfolio managers.

What distinguishes the firm from many peers is its emphasis on client education—offering employee benefit plan education, online courses, and seminars in addition to advisory services—and its explicit use of third‑party managers for portfolio monitoring. The brochure also discloses prior, resolved regulatory matters and describes affiliated insurance activities and policies intended to manage related conflicts of interest.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Retirement income strategy Income planning Business succession planning

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Up to $5,000 maximum fixed fee for initial financial planning engagement; Discovery Meeting fixed fee up to $500; Employee Benefit Plan Education Services $1,000 to $15,000 per year; Online Educational Courses $200 to $5,000 per course

Percentage

$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually

Project-based

Up to $250 per hour for financial planning

Subscriptions

Employee Benefit Plan Education Services fees paid quarterly or monthly in arrears; Online Educational Courses fees paid in advance

Other

Account minimum: $20,000

Main office location

Skybox Financial Group LLC

7261 Engle Rd, Suite 202

Middleburg Heights OH 44130, United States

Number of offices

1

Most active in

Florida · Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David F

Series 65

Middleburg Heights, OH

Skybox Financial Group LLC

David Flaspohler is a financial advisor at Skybox Financial Group LLC in Middleburg Heights, OH, holding a Series 65 designation with one year of experience at the firm. His prior work includes roles at Cleveland Football Academy, Case Western Reserve University, Oxford Sushi King, DePauw University, and Talawanda High School. Skybox Financial Group is an independent registered investment adviser serving individual clients and corporate retirement plans. The firm combines asset allocation, Modern Portfolio Theory, and both fundamental and technical analysis to manage diversified portfolios, with a focus on client education and the use of third-party portfolio managers for monitoring.

Retirement income strategy Income planning Business succession planning Executive Founder/Business Owner
user avatar

Glenn S

Series 63, Series 65

Middleburg Heights, OH

Skybox Financial Group LLC

Glenn Searles is a financial advisor with Skybox Financial Group LLC in Strongsville, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Skybox Financial Group since 2017 and previously worked at Cetera Advisors LLC. In addition to his advisory role, he is the owner and primary insurance producer of Skybox Risk Management, LLC, an insurance agency. Skybox Financial Group is an independent registered investment adviser serving individual clients and corporate retirement plans. The firm employs a blend of asset allocation, Modern Portfolio Theory, and both fundamental and technical analysis to construct diversified portfolios, while emphasizing client education through courses and seminars and utilizing third-party managers for portfolio monitoring.

Retirement income strategy Income planning Business succession planning Executive Founder/Business Owner
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