Sky Alpha Asset Advisors LLC

Sky Alpha Asset Advisors LLC is a registered investment adviser based in Boca Raton, Florida, established in August 2018. The firm offers portfolio management services with discretionary portfolio management tailored to individual circumstances and investment objectives. Clients undergo an initial discovery consultation and ongoing review consultations. The firm may create custom portfolios or invest based on model portfolios. The annual portfolio management fee ranges up to 2% of assets and is billed quarterly in advance. Financial planning services are offered on an hourly basis at $250 per hour. Pension consulting services are available to employee benefit plans and fiduciaries. The firm may provide advisory services on alternative and private equity investments. As of December 31, 2024, the firm manages $208,000,000 in client assets on a discretionary basis. Sky Alpha Asset Advisors LLC does not participate in a wrap fee program. The firm does not have any disciplinary information and does not receive compensation for client referrals. Clients have investment discretion, and the firm does not vote client securities. The firm recommends Charles Schwab for custody and brokerage services, offering additional services through the Charles Schwab institutional program. Sky Alpha Asset Advisors LLC does not vote proxies on behalf of clients and does not have physical custody of client funds. The firm does not receive compensation from third parties for investment advice and maintains strict privacy policies. Clients are encouraged to consult with a tax professional before making IRA rollover decisions.