PONTE VEDRA BEACH, FLCRD 310581Latest ADV March 10, 2026
Skyview Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ponte Vedra Beach, FL. Its latest Form ADV filing, dated March 10, 2026, reports $287M in regulatory assets under management, 3 employees, 1 office, and 342 accounts.
Assets Under Management
$287M
Employees
3
Offices
1 office
Total Clients
362
Primary office
PONTE VEDRA BEACH, FL
816 A1A N, SUITE 205, PONTE VEDRA BEACH, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.7% of total clients.
Top client categories% of clientsClients
1
Individuals
88.7%
321
2
HNWI
11.3%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$287Mas of March 10, 2026
Discretionary100.0%
$287M
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$287M
Total Accounts342
10Y AUM Change+$287M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee121:1
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.