BOCA RATON, FLCRD 295839Latest ADV February 4, 2026
Sky Alpha Asset Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated February 4, 2026, reports $216M in regulatory assets under management, 3 employees, and 318 accounts.
Assets Under Management
$216M
Employees
3
Offices
--
Total Clients
318
Primary office
BOCA RATON, FL
7284 W PALMETTO PK RD, SUITE 108, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 60.1% of total clients.
Top client categories% of clientsClients
1
HNWI
60.1%
191
2
Individuals
29.9%
95
3
Corporations
8.2%
26
4
Charitable
1.9%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$216Mas of February 4, 2026
Discretionary100.0%
$216M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$216M
Total Accounts318
10Y AUM Change+$216M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee106:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.