S
Skyy Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$110,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
1
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$110,000
About
The firm provides investment advice and portfolio management to individuals, investment clubs, partnerships and business accounts, and offers a range of educational services. Services include discretionary and non-discretionary portfolio management along with 1-on-1 tutoring, small-group sessions, seminars, and a subscription trading service that distributes weekly trade lists, live market sessions, and a client chatroom.
Its investment approach combines technical and value analysis with macroeconomic and global-event research, and the firm emphasizes tailoring recommendations to a client’s cash flow and risk profile. The firm may use options, futures, currencies and other short-term trading strategies (occasionally with margin) and employs stops and options hedges to manage downside risk.
Notable departures from many small independent advisers include acceptance of performance‑based accounts for qualified investors and management of pooled or hedge‑fund style arrangements alongside standard asset‑based accounts. The firm also operates a “mirrored” discretionary option for some accounts, discloses referral/compensation arrangements for certain private investments, and is led by a principal who maintains an active academic appointment that informs the firm’s research and client education offerings.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Market timing
Security ratings or pricing
Investment planning
Expertise
Active portfolio management
Options & derivatives strategies
Cash flow / budgeting
Retirement income strategy
Fee options
Fixed fees ranging from $300 to $10,000 depending on complexity and services, minimum retainer $500
$0 - $25,000: Flat monthly fee of $90.00, billed quarterly $25,001 - $50,000: Flat monthly fee of $150.00, billed quarterly $50,001 - $75,000: Flat monthly fee of $210.00, billed quarterly $75,001 - $100,000: Flat monthly fee of $270.00, billed quarterly $100,001 - $500,000: 1.5% annually of assets under management, billed quarterly, minimum $375/month $500,001 - $1,000,000: 1.25% annually of assets under management, billed quarterly, minimum $600/month $1,000,001+: Approximately 1.00% annually of assets under management, billed quarterly; exact percentage based on size of account
Performance-based fees for accredited investors: '2 and 25' fee structure (2% annual of AUM plus 25% of gains)
Hourly fees between $250 and $500 per hour, negotiable, minimum retainer $500
Performance-based fees for accredited investors with hedge funds: 2% of assets under management annually plus 25% of gains
Subscription fees for educational services involving access to trade sheets, live sessions, and chat rooms; specific amounts not stated
Minimum fee: Minimum fee of $375.00 per month at Silver Level; minimum fee of $600 per month at Gold Level Fee-only: Fixed fees between $300 and $10,000; hourly fees between $250 and $500 per hour; fees are negotiable with minimum retainers of $500
Most active in
Skyy Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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