Skyview Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Skyview Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals and high net worth clients. The firm manages approximately $286.6 million on behalf of 362 client relationships and delivers ongoing portfolio oversight and written or ad-hoc financial plans.
The firm’s investment approach is customized and primarily long-term focused, employing both fundamental and technical analysis to construct tactical asset allocations using mutual funds, ETFs, individual stocks and bonds, and option contracts; Skyview may also use structured products, leveraged ETFs, and crypto ETFs where suitable. Portfolios are implemented and monitored on a discretionary basis, with Skyview retaining the ability to recommend rebalancing, tax-aware retention of legacy holdings, and short-term trades as needed to meet client objectives.
Skyview is the sponsor of a Wrap Fee Program that bundles Covered Costs (transaction, custodial and administrative fees) into its asset-based advisory fee, and it discloses the resulting conflicts and incentives around trading and product selection. The firm also offers market updates and education webinars at no charge and operates with a relatively high client-to-advisor ratio for a small advisory team, which may affect client access and service models compared with many peers.
Client services
Expertise
Fee options
Financial planning services fixed fees ranging from $100 to $1,000 per engagement, negotiable.
up to 1.50% annually (negotiable, based on factors such as service complexity, asset level, and relationship)
Fee-only: Investment advisory fees paid quarterly in advance, range up to 1.50% annually, negotiable.
Main office
816 A1 A N, Suite 205
Ponte Vedra Beach FL 32082
Advisors at this office
2
Most active in
Florida · New Jersey · New York · Texas
Also doing business as
Genesis Financial Group · Skyview Financial Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Alexander P
Series 65
Ponte Vedra Beach, FL
Skyview Financial Group, LLC
Alexander Potenza is a financial advisor at Skyview Financial Group, LLC, holding a Series 65 designation with three years of industry experience. He has worked at Skyview Financial Group since 2022 and also serves as a Digital Marketing Manager for Stride Inc, an online educational company. Skyview Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services primarily to individuals and high net worth clients. The firm employs a customized, long-term investment approach using a mix of asset classes and offers portfolio oversight and financial planning on a discretionary basis.
Alexander P
Series 63, Series 65
Ponte Vedra Beach, FL
Skyview Financial Group, LLC
Alexander Potenza is a financial advisor at Skyview Financial Group, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates and Total Wealth Planning and Management, Inc. Potenza joined Skyview Financial Group in 2020 and has been with the firm for six years. Skyview Financial Group provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals and high net worth clients. The firm employs a customized, long-term investment approach that incorporates both fundamental and technical analysis to construct tactical asset allocations across various securities, monitoring portfolios on a discretionary basis.
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