SourcingSourcing

SKYVIEW FINANCIAL GROUP, LLC

C45
CRD 310581·SEC 801-129593·PONTE VEDRA BEACH, FL
AUM
$286.6M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$860K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SKYVIEW FINANCIAL GROUP, LLC
CRD
310581
SEC file #
801-129593
EIN
852432483
DBA names
—

Economics

AUM
$286.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$273.9M → $286.6M▲ +5%
Client mix
Individuals Other321
Individuals High Net Worth41

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
1 advisors → 2 advisors▲ +100%
Primary office
PONTE VEDRA BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/10/2026
ADV-W filed at
—
Website
facebook.com/skyviewfg(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
POTENZA, ALEXANDER, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
POTENZA, ALEXANDER, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:skyview.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002111890
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-02-18
Edgar Last Filing Date
2026-02-18
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-02-18
Accession0002111890-26-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5199
Soi Zip Pct 200k Plus
0.3178
Soi Zip Returns 200k Plus
5,110
Soi Zip Total AGI
5,820,578
Fdic Zip Total Deposits
32,902,688,000
Fdic Zip Branch Count
466
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
816 A1A NORTH STE 205PONTE VEDRA BEACH, FL 32082
Business
816 A1A NORTH205PONTE VEDRA BEACH, FL 32082
Edgar EIN
852432483
Edgar Recent Filings
13F-HR2026-02-18 · 0002111890-26-000001
Fdic Zip Branches Raw
Sun Bank/North Florida, National AssociationPonte Vedra Beach, FL
First Union National Bank of FloridaPonte Vedra, FL
Fdic Zip HHI
1329.28
Fdic Zip Top Bank Share Pct
31.17
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI30,902
Returns2,780
Stub 2
AGI73,965
Returns1,990
Stub 3
AGI100,976
Returns1,630
Soi Zip Total Business Income
145,678
Soi Zip Total Cap Gains
1,143,267
Soi Zip Total Dividends
427,849
Soi Zip Total Returns
16,080
Top Owner CRD
2566483
Trust Company Affiliate
No

People (2)

2
POTENZA, ALEXANDER, ROBERT
IAR · Direct Owner · 87.5%
2566483
Alexander Jonathan Potenza
IAR
7588825