{"url":"https://nivawealth.com/firms/skyview-financial-group-310581","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/310581","regulatoryAum":286642185,"crd":"310581","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2566483","suffix":null,"lastName":"POTENZA","firstName":"ALEXANDER","middleName":"ROBERT"},{"crd":"7588825","suffix":null,"lastName":"Potenza","firstName":"Alexander","middleName":"Jonathan"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-06-10","regulatoryAum":103000000,"clients":69,"employees":3,"offices":3},{"filedOn":"2025-03-25","regulatoryAum":273866537,"clients":411,"employees":3,"offices":2},{"filedOn":"2026-03-10","regulatoryAum":286642185,"clients":362,"employees":3,"offices":2}],"secFileNumber":"801-129593","legalName":"Skyview Financial Group, LLC","displayName":"Skyview Financial Group","slug":"skyview-financial-group-310581","website":"https://skyviewfg.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/310581/626452fbde533d87-r1.webp","tone":"light","width":892,"height":200,"sourceUrl":"https://skyviewfg.com/","sourceLabel":"Skyview Financial Group, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":"2020","organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"816 A1a N, Suite 205","city":"Ponte Vedra Beach","state":"FL","stateName":"Florida","country":"United States","postalCode":"32082"},"tradeNames":[],"registration":{"secApproved":"29 February 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BROCHURE","fee_rate_low":null,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"Financial planning is a fixed engagement fee of $100 to $1,000 per engagement, negotiable, with up to 50% invoiced at signing.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016664","versionId":1016664,"submittedOn":"2026-03-10","documentName":"SKYVIEW FINANCIAL GROUP DISCLOSURE BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T10:55:17.302278+00:00","documents":[{"name":"SKYVIEW FINANCIAL GROUP DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1016664","versionId":1016664,"submittedOn":"2026-03-10"}]},"custodians":[{"name":"Fidelity Distributors Company LLC","shortName":"Fidelity","location":"Omaha, NE","smaAssets":285741995}],"custodyNote":"Skyview Financial Group does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Alexander Potenza","title":"President and Chief Compliance Officer","crd":"2566483"}],"ownership":[{"label":"Alexander Potenza","detail":"President and chief compliance officer in the 75% or more ownership band and a control person, since August 2020."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"816 A1a N, Suite 205","city":"Ponte Vedra Beach","headquarters":true}]},{"state":"New Jersey","offices":1,"addresses":[{"street":"55 Madison Avenue","city":"Morristown"}]}],"brochureServices":["education planning","insurance","philanthropic planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Skyview Financial Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Skyview Financial Group charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Skyview Financial Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Skyview Financial Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Skyview Financial Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Skyview Financial Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Skyview Financial Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Skyview Financial Group?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}