CRD: 148939
Skybox Financial Group LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-16-2009
- Office Locations
- 2
Office Locations
About Skybox Financial Group LLC
Skybox Financial Group is an Ohio-based registered investment advisor and fiduciary offering financial planning and portfolio management with an emphasis on protection, growth, and tax-aware strategies, including retirement, estate/legacy, and business-succession planning. The firm works with individuals and business owners and allocates primarily via public funds and ETFs, with custody through Charles Schwab. Notable for its podcast and media appearances.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
GLENN SCOTT SEARLES
Chief Compliance Officer, Financial Professional
- CRD
- #2400403
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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David Arthur Flaspohler
--
- CRD
- #8221195
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,172,162 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,172,162 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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