SKYMARK ADVISORS LLC

Overview

Skymark Advisors LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, while also providing portfolio management for small businesses and institutional accounts. Its service mix combines ongoing percentage-of-assets advisory relationships with hourly planning engagements, which suggests a hybrid model that supports both discretionary portfolio management and project-based financial planning. Investment activity is equity‑focused but diversified across traditional and alternative sleeves. Exchange‑traded equities make up the largest single asset class in client portfolios, while the firm supplements stock exposure with mutual funds, corporate debt, annuities and allocations to real estate exposure via REITs and third‑party real estate managers. Skymark is not positioned as an ESG investor and operates only within a single state. The firm lists an industry affiliation with a law firm, which can shape referral sources and the types of client relationships it cultivates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices