Cleveland Heights, OH Lincoln Boulevard Office

NightSky Capital provides discretionary investment management and financial planning primarily for individual clients across retirement and non‑retirement account types, and also offers business asset management and a traditional asset‑management option for institutional clients. The firm describes a customized, client‑specific process for setting objectives and suitability and uses percentage‑of‑AUM advisory fees for its services.

The firm’s investment approach is technology‑driven and principally quantitative, relying on a proprietary momentum‑based framework to guide security selection and portfolio construction; it typically reallocates on a quarterly basis with interim monthly rebalancing and invests mainly in stocks, ETFs, and money‑market instruments. NightSky Capital manages accounts on a discretionary basis, tailors allocations to clients’ risk profiles, and does not participate in wrap fee programs or accept performance‑based fees.

Compared with many peers, NightSky Capital is small and recently relaunched—its brochure reports roughly $2.8 million in discretionary assets under management as of December 31, 2025—and discloses firm‑level performance results in its materials, which is an uncommon practice for firms of this type. The firm also highlights a governance mix of an experienced, CFA‑credentialed principal together with junior advisors who hold industry licenses and external roles, reflecting a blend of long‑tenured investment experience and newer personnel.