RIA Intel›Advisers›New Jersey›SKYY FINANCIAL GROUP, LLC

SKYY FINANCIAL GROUP, LLC

Advisory

Data as of Jan 8, 2026 · Source: SEC Form ADV

Average account

$168K

across 2 accounts

AUM per adviser

$335K

1 adviser

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$335K

Discretionary %

100%

Clients

2

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$335K

Discretionary AUM$335K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndOctober

Operates InNJ

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

2 clients

1 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in NJ

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

CORSANO, STEPHEN ANTHONY

$325K

WESTPEAK FINANCIAL LLC

$349K

GEMINI MANAGEMENT & RESEARCH LLC

HOBOKEN, NJ

$350K

FIVE POINT INVESTMENTS LLC

$315K

BELOV CONSULTING LLC

$285K

NAVESINK ADVISORS LLC

$400K

Get the full picture on SKYY FINANCIAL GROUP, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SKYY FINANCIAL GROUP, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans