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SKY ALPHA ASSET ADVISORS
Legal name: SKY ALPHA ASSET ADVISORS LLC
CRD 295839File 801-113000
APPROVED
Retail clients
Custody
Filing as of Feb 4, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$216.0M
Below cohort median (national)
Discretionary AUM
$216.0M
Clients
318
318 accounts
Employees
3
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 3, 2018
- Principal office
- 7284 W PALMETTO PK RD, SUITE 108, BOCA RATON, FL, 33433
- Phone
- 561-410-7790
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $216.0M
- Discretionary AUM
- $216.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 318
- Non-discretionary accounts
- 0
- Total accounts
- 318
- AUM per client
- $679K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 26 | $54.7M |
| Charitable organizations | 6 | $6.3M |
| High net worth individuals | 191 | $145.7M |
| Individuals (other than high net worth individuals) | 95 | $9.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Commissions
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Mar 1, 2026 | Custody | No | Yes | |
| Mar 1, 2026 | Clients | 300 | 318 | increased by18 |
| Mar 1, 2026 | AUM | $208,000,000 | $215,979,330 | increased by$7,979,330 |
| Mar 1, 2026 | Accounts | 302 | 318 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 204 | 300 | increased by96 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $248,004,800 | $208,000,000 | decreased by$40,004,800 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 444 | 302 | decreased by142 |
| Apr 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2022 | Clients | 160 | 204 | increased by44 |
| Apr 1, 2022 | AUM | $247,167,637 | $248,004,800 | increased by$837,163 |
| Apr 1, 2022 | Accounts | 402 | 444 | increased by42 |
| 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 ALPHA” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SKY ALPHA” 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.