Skybox Financial Group LLC logo

Skybox Financial Group LLC

Updated today

Client assets under management

$75,171,595

Clients

189

11% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

95

High

Average account size

$397,733

About

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.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Active portfolio management

Occupation focus

Executive

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Fee options

Fixed

Discovery Meeting fixed fee up to $500; Financial planning maximum fixed fee $5,000 for the initial engagement; Employee Benefit Plan Education Services $1,000 to $15,000 per year; Online Educational Courses $200 to $5,000 per course

Percentage

$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually

Project-based

Up to $250 per hour

Other

Account minimum: $20,000

Main office location

Skybox Financial Group LLC

7261 Engle Rd, Suite 202

Middleburg Heights OH 44130, United States

Number of offices

1

Most active in

Florida · Ohio

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David F

Series 65

Middleburg Heights, OH

Skybox Financial Group LLC

David Flaspohler is a financial advisor at Skybox Financial Group LLC in Middleburg Heights, OH, holding a Series 65 designation with one year of experience at the firm. His prior work includes roles at Cleveland Football Academy, Case Western Reserve University, Oxford Sushi King, DePauw University, and Talawanda High School. Skybox Financial Group is an independent registered investment adviser serving individual clients and corporate retirement plans. The firm combines asset allocation, Modern Portfolio Theory, and both fundamental and technical analysis to manage diversified portfolios, with a focus on client education and the use of third-party portfolio managers for monitoring.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Active portfolio management Executive
user avatar

Glenn S

Series 63, Series 65

Middleburg Heights, OH

Skybox Financial Group LLC

Glenn Searles is a financial advisor with Skybox Financial Group LLC in Strongsville, Ohio, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Skybox Financial Group since 2017 and previously worked at Cetera Advisors LLC. In addition to his advisory role, he is the owner and primary insurance producer of Skybox Risk Management, LLC, an insurance agency. Skybox Financial Group is an independent registered investment adviser serving individual clients and corporate retirement plans. The firm employs a blend of asset allocation, Modern Portfolio Theory, and both fundamental and technical analysis to construct diversified portfolios, while emphasizing client education through courses and seminars and utilizing third-party managers for portfolio monitoring.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Active portfolio management Executive
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