SKY INVESTMENT GROUP LLC

CRD 134001File 801-63875

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$931.0M

Above cohort median (national)

Discretionary AUM

$931.0M

Clients

396

929 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	10	11	increased by1
Apr 1, 2026	Clients	380	396	increased by16
Apr 1, 2026	AUM	$850,858,338	$930,981,263	increased by$80,122,925
Apr 1, 2026	Accounts	932	929	decreased by3
May 1, 2025 vs Oct 1, 2022	Employees	9	10	increased by1
May 1, 2025 vs Oct 1, 2022	Clients	357	380	increased by23
May 1, 2025 vs Oct 1, 2022	AUM	$763,615,727	$850,858,338	increased by$87,242,611
May 1, 2025 vs Oct 1, 2022	Accounts	817	932	increased by115
Apr 1, 2022	Custody	Yes	No
Apr 1, 2022	Clients	319	357	increased by38
Apr 1, 2022	AUM	$644,924,678	$763,615,727	increased by$118,691,049
Apr 1, 2022	Accounts	740	817	increased by77
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SKY INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SKY INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

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.