A complete list of active advisors currently associated with Skyview Capital Management

Warmer can help you find a great advisor at Skyview Capital Management or one who fits your needs even better.

SkyView Capital Management is a small, independent advisory firm that serves individuals, small businesses, and high‑net‑worth clients, managing roughly $3.06 million across a limited number of client accounts. The firm provides discretionary asset management alongside financial planning and consulting on topics such as retirement, estate planning, cash flow, and risk management. The firm constructs individually tailored portfolios by documenting client goals, time horizons, risk tolerance and liquidity needs, then implementing asset allocation targets and monitoring accounts on a discretionary basis with periodic (typically quarterly) reviews. Investment analysis described in the brochure includes fundamental, technical, charting and cyclical methods, and clients may impose written restrictions on investments or sectors. Among features that distinguish this firm, the sole advisory principal maintains an active insurance practice and is a licensed insurance agent who may receive commissions for insurance products — a potential conflict disclosed in the brochure and addressed by policies and disclosures. The firm’s small scale (single advisor, modest AUM and client base) and the principal’s substantial outside aviation employment are also noted in the brochure and are relevant considerations for prospective clients evaluating the firm’s capacity and availability.

To learn more about the advisors currently working at Skyview Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.