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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-18-2005
- Office Locations
- 1
Office Locations
About SKY Investment Group LLC
SKY Investment Group is an independent, research-driven wealth and investment advisory firm in Hartford, Connecticut, focused on individual security selection. The team builds tailored investment strategies and holistic wealth plans that integrate investment management with tax strategy, retirement and estate planning, and portfolio risk management. They serve private clients and families, charitable endowments, and provide a full complement of services to professional advisors.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT BINGHAM
Chief Investment Officer, FOUNDER, President
- CRD
- #1417739
- Ownership
- Less than 5%
Kendall Bolt
Chief Executive Officer
- CRD
- #6958414
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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MARGARET WITHERELL HUBBARD
Chief Financial Officer
- CRD
- #2735383
Catherine Hart Mullen Ms
Broker
- CRD
- #6802419
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $930,981,263 | $1,002,133 |
| Non-Discretionary | $0 | -- |
| Total | $930,981,263 | $1,002,133 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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