SKYSPHERE LLC

Overview

Skysphere LLC is a small, privately held advisory firm that focuses on financial planning and portfolio management for individuals and small businesses. Its reported practice centers on equity exposure delivered primarily through exchange-traded vehicles, supplemented by traditional mutual funds and annuities. The firm charges clients by a percentage of assets under management and can also bill on an hourly basis. Skysphere does not identify as an active ESG investor and is not registered to operate across multiple states, suggesting a locally oriented client footprint. The firm’s investment approach appears to rely on exchange-traded equities and ETFs as the core building blocks of client portfolios, with supplemental allocations to asset classes such as commodities and energy-related strategies when appropriate. Given the firm’s modest scale, portfolios are likely compact and implemented with liquid, broadly accessible instruments rather than complex, capital-intensive structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices