Skyview Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,062,817
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$204,188
About
SkyView Capital Management provides discretionary asset management and financial planning and consulting to individuals, small businesses, and high-net-worth clients. Services described in the brochure include tailored portfolio construction with asset allocation targets, ongoing monitoring, and planning work on retirement, tax and estate planning, cash flow, business planning, college savings, and insurance reviews.
The firm develops individualized investment plans by gathering clients’ objectives, time horizons, risk tolerance and other personal factors, and implements portfolios using a mix of strategies that may include fundamental, technical, charting and cyclical analysis while performing quarterly account reviews. SkyView requires discretionary trading authority, allows clients to impose reasonable investment restrictions, and directs custody to Charles Schwab with advisory fees billed quarterly in advance.
The brochure discloses that founder and supervised person Matthew Holbrook conducts outside business activities as a licensed insurance agent (about 2% of his time) and as a pilot (about 40% of his time), and that insurance sales generate commission-based compensation. SkyView notes these relationships present potential conflicts of interest and describes mitigation through disclosure, its fiduciary duty to place client interests first, and clients’ ability to purchase recommended insurance products elsewhere.
Client services
Financial planning
Portfolio management
Expertise
Business exit / sale strategy
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Airline Pilot
Fee options
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
Main office location
Skyview Capital Management
7230 Arbuckle Commons, Suite 170
Brownsburg IN 46112, United States
Number of offices
2
Most active in
Skyview Capital Management has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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