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SKY ALPHA ASSET ADVISORS

BOCA RATON, FL · CRD 295839 · IAPD ↗ · skyalphaadvisors.com · 561-410-7790

$216.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — SKY ALPHA ASSET ADVISORS now reports custody of client assets ($50.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
December 2025 — SKY ALPHA ASSET ADVISORS LLC is now doing business as SKY ALPHA ASSET ADVISORS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
50
April 2025 — SKY ALPHA ASSET ADVISORS LLC notice-filed in CT, HI, ME, MI, NJ, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.