Skyview Pinnacle Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 338282
· SEC file 801-134464
·
· www.skyviewpinnacle.com
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ADV data as of May 14, 2026
- Regulatory AUM
- $10.5M
- Discretionary
- $10.5M
- Clients
- 45
- Avg AUM / client
- $233K
- Accounts
- 46
- Employees
- 2
AUM over time
$0
$10.5M
Aug 29, 2025
May 14, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 45 | $8.1M | 77.0% |
| High net worth individuals | Fewer than 5 clients | $2.4M | 23.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michelle Finnegan Miller | Registered representative | Oct 2025 (1y) | ||
| James Richard Tuberosa | Registered representative | Nov 2025 (1y) |
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) | 05/14/2026 | 1.81 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗