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SKY ISLAND CAPITAL

DALLAS, TX · CRD 305087 · IAPD ↗ · 469-965-9200

$533.5MRegulatory AUM
12Advisory reps
14Employees
0Clients
n/aPlanning clients
9Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

33
April 2026 — SKY ISLAND CAPITAL reported RAUM down 26% ($723.0M -> $533.5M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
April 2026 — SKY ISLAND CAPITAL grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — SKY ISLAND CAPITAL crossed $500M in regulatory AUM ($385.5M -> $723.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
49
April 2024 — SKY ISLAND CAPITAL reported RAUM up 32% ($292.3M -> $385.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — SKY ISLAND CAPITAL grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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