Skyview Financial Group, LLC

Updated today

Find your advisor

Client assets under management

$286,642,185

Clients

362

11% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

181

Very High

Average account size

$791,829

About

Skyview Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals and high net worth clients. The firm manages approximately $286.6 million on behalf of 362 client relationships and delivers ongoing portfolio oversight and written or ad-hoc financial plans.

The firm’s investment approach is customized and primarily long-term focused, employing both fundamental and technical analysis to construct tactical asset allocations using mutual funds, ETFs, individual stocks and bonds, and option contracts; Skyview may also use structured products, leveraged ETFs, and crypto ETFs where suitable. Portfolios are implemented and monitored on a discretionary basis, with Skyview retaining the ability to recommend rebalancing, tax-aware retention of legacy holdings, and short-term trades as needed to meet client objectives.

Skyview is the sponsor of a Wrap Fee Program that bundles Covered Costs (transaction, custodial and administrative fees) into its asset-based advisory fee, and it discloses the resulting conflicts and incentives around trading and product selection. The firm also offers market updates and education webinars at no charge and operates with a relatively high client-to-advisor ratio for a small advisory team, which may affect client access and service models compared with many peers.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Active portfolio management Tax-loss harvesting

Fee options

Fixed

Financial planning services fixed fees ranging from $100 to $1,000 per engagement, negotiable.

Percentage

up to 1.50% annually (negotiable, based on factors such as service complexity, asset level, and relationship)

Other

Fee-only: Investment advisory fees paid quarterly in advance, range up to 1.50% annually, negotiable.

Main office location

Skyview Financial Group, LLC

816 A1 A N, Suite 205

Ponte Vedra Beach FL 32082, United States

Number of offices

Most active in

Florida · New Jersey · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website (888) 406-0444

Advisors at this firm

Alexander P

Series 65

Ponte Vedra Beach, FL

Skyview Financial Group, LLC

Alexander Potenza is a financial advisor at Skyview Financial Group, LLC with two years of industry experience. He holds a Series 65 designation and has worked in digital marketing as a manager for Stride Inc., an online educational company, in a non-investment role. Prior to joining Skyview, his career includes positions in various industries including media and banking. Skyview Financial Group provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and retirement plans. The firm employs a primarily long-term investment approach using diversified portfolios constructed with mutual funds, ETFs, stocks, bonds, and options, and is notable for its high client-to-advisor ratio and sponsorship of a wrap fee program.

Active portfolio management Tax-loss harvesting

Alexander P

Series 63, Series 65

Ponte Vedra Beach, FL

Skyview Financial Group, LLC

Alexander Potenza is a financial advisor at Skyview Financial Group, LLC with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Total Wealth Planning and Management, Inc. and Raymond James & Associates, Inc. Skyview Financial Group provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, and retirement plans. The firm employs a long-term investment approach that uses both fundamental and technical analysis to build diversified portfolios and offers a wrap fee program alongside educational webinars for clients.

Active portfolio management Tax-loss harvesting

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support