Skyview Financial Group provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, insurance, and philanthropic planning. Financial planning was provided to 11–25 clients last fiscal year.
Skyview Financial Group reports 362 clients. They include 321 individual clients and 41 high-net-worth individuals. Of its assets, 100.0% ($287M across 342 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $287M. It advised 362 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 77% |
| High-net-worth individuals | 11% | 23% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 321 | $221M | 77.2% | $689K |
| High-net-worth individuals | 41 | $65.5M | 22.8% | $1.6M |
| Total | 362 | $287M | 100% | $792K |
- Clients
- 321
- Regulatory AUM
- $221M
- AUM share
- 77.2%
- Avg. per client
- $689K
- Clients
- 41
- Regulatory AUM
- $65.5M
- AUM share
- 22.8%
- Avg. per client
- $1.6M
Total
- Clients
- 362
- Regulatory AUM
- $287M
- AUM share
- 100%
- Avg. per client
- $792K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 362
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Skyview Financial Group charges up to 1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a fixed engagement fee of $100 to $1,000 per engagement, negotiable, with up to 50% invoiced at signing.
Alexander Potenza owns 75% or more of Skyview Financial Group. The leadership team of Skyview Financial Group includes President Alexander Potenza. It has 3 employees, 2 of them in advisory roles.
Leadership
- Alexander PotenzaPresident and Chief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Alexander Robert Potenza
- Alexander Jonathan Potenza
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Skyview Financial Group, LLC
Alexander Potenza
Control person · since August 2020
Skyview Financial Group’s regulatory assets grew 2.8× from $103M (June 2024) to $287M (March 2026); clients rose from 69 to 362 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $287M | 362 | 3 | 2 |
| March 2025 | $274M | 411 | 3 | 2 |
| June 2024 | $103M | 69 | 3 | 3 |
Besides its headquarters, Skyview Financial Group has 1 office, with 2 listed addresses in Florida and New Jersey.
Florida · 1 listed address
- 816 A1a N, Suite 205, Ponte Vedra BeachHQ
New Jersey · 1 listed address
- 55 Madison Avenue, Morristown
Contact and registration details
- Legal name
- Skyview Financial Group, LLC
- Headquarters
- 816 A1a N, Suite 205, Ponte Vedra Beach, FL 32082
- Website
- skyviewfg.com
- Phone
- 888-406-0444
- SEC file
- 801-129593
- Founded
- 2020
- Structure
- Florida LLC
- Fiscal year end
- December
Skyview Financial Group uses Fidelity ($286M) as custodian for its separately managed accounts. Skyview Financial Group does not have custody of client assets.
- FidelityFidelity Distributors Company LLC · Omaha, NE · $286M100%
At year end, Skyview Financial Group’s separately managed accounts were mostly in stocks (70%) and cash (16%).
What the accounts hold
- Stocks70%
- Exchange-traded equities63%
- Non-exchange-traded equities7%
- Funds12%
- Bonds2%
- Cash16%
How many clients does Skyview Financial Group have?
Skyview Financial Group has 362 clients and manages $287 million for them, as of March 2026. They include 321 individual clients and 41 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Skyview Financial Group offer?
Skyview Financial Group provides financial planning, portfolio management for individuals and small businesses, educational seminars, education planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Skyview Financial Group charge?
Skyview Financial Group charges up to 1.50% a year for its Investment Management Services. The fee is billed in advance and is negotiable.
Source: SKYVIEW FINANCIAL GROUP DISCLOSURE BROCHURE, filed 10 March 2026
Which custodians does Skyview Financial Group use?
Skyview Financial Group’s separately managed account assets are held at Fidelity Distributors Company LLC (Omaha, NE), with $286M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Skyview Financial Group have?
Skyview Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Skyview Financial Group invest in?
At the end of its last fiscal year, Skyview Financial Group’s separately managed accounts held 63% exchange-traded equities, 16% cash and equivalents, 12% registered funds (mutual funds, ETFs, BDCs), 7% non-exchange-traded equities and 2% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Skyview Financial Group?
Skyview Financial Group’s direct owner is Alexander Potenza (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Skyview Financial Group get paid?
Skyview Financial Group is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Skyview Financial Group?
Skyview Financial Group’s main office is at 816 A1a N, Suite 205, Ponte Vedra Beach, FL 32082. Its phone number is 888-406-0444. Its website is skyviewfg.com.