RIA Intel›Advisers›Ohio›SKYBOX FINANCIAL GROUP LLC

SKYBOX FINANCIAL GROUP LLC

Advisory

MIDDLEBURG HEIGHTS, OH

Data as of Apr 17, 2026 · Source: SEC Form ADV

Rank in OH

#662

of 748 advisers by AUM

Average account

$184K

across 408 accounts

AUM per adviser

$38M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients190

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

190 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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MDH INVESTMENT MANAGEMENT, INC.

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$76M

JACOBS EUGENE WILLIAM

$74M

KIRKEY & CO. FINANCIAL ADVISORS, INC.

$77M

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