Skybox Financial Group, Inc. (Bradenton)

Name: Skybox Financial Group, Inc.
Address: 8792 Sr 70, Bradenton, FL, 34202
Telephone: 941-753-3814

Skybox Financial Group, Inc. is a large advisory firm based in Bradenton. It manages $122.5 million of regulatory assets for 247 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, New Hampshire, North Carolina, Ohio, and Texas.

Skybox Financial Group provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and sub-adviser. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Skybox Financial Group: assets under management

The assets under management (AUM) of Skybox Financial Group, Inc. is $122.5 million. The firm's AUM has grown by 39% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $108 million in discretionary accounts and $14.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $504.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $439.39 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Skybox Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Skybox Financial Group, Inc.

Ronald John Lumley has been acting as President since 1 Dec 2008. Michael Wayne Williams joined the executive team most recently as the Managing Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald John Lumley	President	1 Dec 2008	50% - 75%	1673760
Robert John Ogilvie	Vice president/secretary	1 Mar 2010	25% - 50%	2912436
Gregory Thomas Pacitti	Ceo/chief compliance officer	1 May 2010	50% - 75%	3258958
Michael Wayne Williams	Managing member	1 Aug 2017	25% - 50%	721975
Kaleb Donald Mccarty	Managing member	1 Aug 2017	25% - 50%	6546250

Based in Bradenton

The principal office where Skybox Financial Group, Inc. performs its advisory services is located at 8792 Sr 70, Bradenton, FL 34202, which is also the mailing address of the firm. An additional office of the firm is in Sarasota, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-753-3814 or by fax 941-755-7055. The normal business hours are 9:00 a.m. - 5:00 p.m. on Other. You can find more information about the New York firm at skyboxfinancial.com.