CRD: 310867
Azure SKY Financial Life Planning, LLC
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-29-2020
- Office Locations
- 1
Office Locations
About Azure SKY Financial Life Planning, LLC
Azure Sky Financial Life Planning is a Texas-registered, flat-fee, fee-only fiduciary led by CFP and Registered Life Planner Michael K. Babcock. The firm focuses on people over 50, combining values-based financial life planning with retirement planning, tax and estate planning, and ongoing wealth/investment management using institutional-quality portfolios. Custody includes Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 84.2% is discretionary and 15.8% is non-discretionary.
The firm reports 1 advisory representatives and 19 clients, or 19 clients per representative. That equates to $800.3K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Azure SKY Financial Life Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL KENNETH BABCOCK
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5172396
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,796,964 | -- |
| Non-Discretionary | $2,408,652 | -- |
| Total | $15,205,616 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Azure SKY Financial Life Planning, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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