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SKY INVESTMENT GROUP LLC
CRD 134001File 801-63875
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$931.0M
Above cohort median (national)
Discretionary AUM
$931.0M
Clients
396
929 accounts
Employees
11
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 18, 2005
- Principal office
- ONE FINANCIAL PLAZA, SUITE 1210, HARTFORD, CT, 06103
- Phone
- 860-761-9700
- Website
- HTTP://WWW.SKYIG.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $931.0M
- Discretionary AUM
- $931.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 929
- Non-discretionary accounts
- 0
- Total accounts
- 929
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $10.3M |
| High net worth individuals | 386 | $913.2M |
| Pension and profit sharing plans | Fewer than 5 | $7.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.