SourcingSourcing

SKY INVESTMENT GROUP LLC

C47
CRD 134001·SEC 801-63875·HARTFORD, CT
AUM
$931.0M
$500M-$1B
Est. Revenue
$9.3M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SKY INVESTMENT GROUP LLC
CRD
134001
SEC file #
801-63875
EIN
300988889
DBA names
—

Economics

AUM
$931.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$416.8M → $931.0M▲ +123%
Client mix
Individuals High Net Worth386
Charitable Organizations8
Pension Profit Sharing Plans2

Operations

Employees (total)
11
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
3 advisors → 8 advisors▲ +167%
Primary office
HARTFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
skyig.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ASPEN STANDARD GROUP LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
ASPEN STANDARD GROUP LLC
BINGHAM, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SKYIG.COM
Rdap Domain Creation Date
2004-12-03T16:23:19Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001786650
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2019-08-28
Edgar Last Filing Date
2019-08-28
Edgar Form D Count
1
Edgar Form D Offerings
2019-08-282019-08-28 · 0001786650-19-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
8
Bc Firm IAR Count
8
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Fidelity2
Edgar Addresses
Mailing
10930 CRABAPPLE ROADSUITE 206ROSWELL, GA 30075
Business
10930 CRABAPPLE ROADSUITE 206ROSWELL, GA 30075
Edgar EIN
300988889
Edgar Recent Filings
D2019-08-28 · 0001786650-19-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-12-03T16:23:19Z
Rdap Domain Last Changed
2025-10-04T06:22:44Z
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (9)

9
NEWMAN, WILLIAM, HENRY
IAR · Executive Officer · 2.5%
4903870
BINGHAM, ROBERT
IAR · Executive Officer · 2.5%
1417739
Kendall Bolt
Executive Officer · 2.5%
6958414
JARED PORTER SOPER
IAR
833944
MARGARET WITHERELL HUBBARD
IAR
2735383
Richard Joseph Pye
IAR
7271039
JOHN TYLER WATERMAN
IAR
6250669
JOHN PARDEE WRIGHT
IAR
1303373
Catherine Hart Mullen
IAR
6802419