Sky Investment Group Llc
- Regulatory AUM
- $931M
- Discretionary
- $931M
- Clients
- 396
- Avg AUM / client
- $2.4M
- Accounts
- 929
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 386 | $913M | 98.1% |
| Pension and profit sharing plans | 2 | $7.5M | 0.8% |
| Charitable organizations | 8 | $10.3M | 1.11% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Henry Newman | Chief Compliance Officer/Cfo | Jan 2005 (22y) | 10% – 25% | |
| Robert Bingham | President | Mar 2005 (21y) | 75% or more | |
| John Pardee Wright | Member | Jun 2008 (18y) | 10% – 25% | |
| Margaret Witherell Hubbard | Registered representative | Oct 2006 (20y) | ||
| John Tyler Waterman | Registered representative | Oct 2013 (13y) | ||
| Catherine Hart Mullen | Registered representative | Aug 2017 (9y) | ||
| Jared Porter Soper | Registered representative | Jul 2020 (6y) | ||
| Richard Joseph Pye | Registered representative | Oct 2020 (6y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $595M (64% of AUM) Mar 2026
- Fidelity Distributors Company Llc $152M (16% of AUM) Mar 2026
- Pershing $115M (12% of AUM) Mar 2026
- UBS $105M (15% of AUM) Mar 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗