SKYVIEW FINANCIAL GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $286.6M |
| Discretionary | $286.6M100% of AUM |
| Client Accounts | 342 |
| Avg Account Size | $838K |
| Employees | 3 |
| Peak AUM | $286.6MMar 2026 |
AUM by Client Type
Total AUM
$287M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $287M | +4.7% | +60.5% | +33.5% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $286.6M |
| Discretionary | $286.6M |
| Employees | 3 |
| Client Accounts | 342 |
| Client Range | 11-25 |
Contact & Location
Address
816 A1A N
PONTE VEDRA BEACH FL 32082
Phone
(888) 406-0444
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$287M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported