Skybox Financial Group, Inc.

Skybox Financial Group, Inc. (CRD# 149094) is a financial advisory firm headquartered in Bradenton, FL. They manage $122,500,000 in 247 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    247
    ACCOUNTS
  • Average Account Value
    $495,951
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, NH, OH, TX

Financial Advisors at Skybox Financial Group, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Ronald J. Lumley
CRD#: 1673760
1990 Main Street, Suite 750, Sarasota, FL 34236
96
Wealthminder
score

Ronald Lumley (CRD# 1673760) is an Investment Advisor Representative working at Skybox Financial Group, Inc. in Sarasota, FL and has over 25 years of experience in the finance industry. Ronald Lumley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John F. Whitcomb
CRD#: 464806
8792 Sr 70, Suite 101, Bradenton, FL 34202
93
Wealthminder
score

John Whitcomb (CRD# 464806) is an Investment Advisor Representative working at Skybox Financial Group, Inc. in Bradenton, FL and has over 30 years of experience in the finance industry.

3
Kaleb D. McCarty
CRD#: 6546250
2 N. Tamiami Tr. Ste 306, Sarasota, FL 34236
87
Wealthminder
score

Kaleb McCarty (CRD# 6546250) is an Investment Advisor Representative working at Skybox Financial Group, Inc. in Sarasota, FL and has 1 year of experience in the finance industry.

4
Cameron S. Parsons
CRD#: 6591919
8792 Sr 70, Suite 101, Bradenton, FL 34202
87
Wealthminder
score

Cameron Parsons (CRD# 6591919) is an Investment Advisor Representative working at Skybox Financial Group, Inc. in Bradenton, FL and has 1 year of experience in the finance industry.

5
Gregory T. Pacitti
CRD#: 3258958
8792 Sr 70, Suite 101, Bradenton, FL 34202
86
Wealthminder
score

Gregory Pacitti (CRD# 3258958) is an Investment Advisor Representative working at Skybox Financial Group, Inc. in Bradenton, FL and has over 14 years of experience in the finance industry. Gregory Pacitti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.