SKYVIEW FINANCIAL GROUP, LLC

Overview

Skyview Financial Group, LLC is an independent RIA that serves individual and family clients with a mix of fee-based portfolio management and fixed-fee planning. The firm is SEC-registered (2024) and organizes advisory work around financial planning, portfolio management for individuals and small businesses, and educational seminars. Investment activity shows a clear preference for liquid, equity-based instruments — exchange-traded equities are the primary vehicle — supported by targeted ETF exposures for tactical and directional tilts. The use of third‑party alternatives (notably hedge funds and digital currency) indicates the firm supplements its equity core with return-seeking and diversification strategies beyond traditional long-only stock and mutual fund allocations. Skyview operates as a concentrated, client-focused practice rather than a multi-state institutional allocator; its business model emphasizes discretionary management and planning for high-net-worth households and small business owners, delivered largely through custody at a major retail custodian.

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Public Holdings

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Location & Offices