Skybox Financial Group LLC

Skybox Financial Group provides advisory services to individual and high‑net‑worth clients, offering discretionary portfolio management, non‑discretionary portfolio monitoring using independent third‑party managers, comprehensive financial planning, and employee benefit plan education. The firm reports managing roughly $75 million for about 189 client accounts and also offers held‑away account services for 401(k) plans, 529 plans, variable annuities and similar custodial assets.

The firm initiates relationships with a Discovery Meeting to develop a client profile and written plan, then builds portfolios using a mix of equities, fixed income, mutual funds and ETFs tailored to stated objectives and risk tolerance. Skybox describes an investment process grounded in modern portfolio theory and asset allocation, may recommend alternative instruments when suitable, typically maintains discretionary trading authority for managed accounts, and conducts ongoing performance reviews and due diligence of recommended Portfolio Managers.

Noteworthy aspects in the brochure include a formal client‑education program—online courses and employer plan seminars/workshops—and explicit services to monitor and rebalance held‑away retirement and education accounts. The brochure also emphasizes routine performance monitoring and the firm’s practice of sending itemized quarterly fee notices, and it discloses prior regulatory actions and a 2019 change in ownership.