Skyview Pinnacle Inc

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Skyview Pinnacle Inc
CRD #338282
SEC #801-134464
CIK #
AUM 10.5 M (2026-05-14)
Employees 2 (100% Investors, 0% Brokers)
Fees
Minimum
Phone656-245-3491
Address
Source [IAPD] [Website]
Total AUM ($M)
151296302010201520212027
Fees and Compensation — Form ADV Part 2A (5/14/2026) [Brochure]
Item 5 Fees and Compensation
A. Fees
Individually Managed Accounts:
Fees for individually managed accounts are tier priced as follows:
         Account Size          Fee (Annual percentage)*
         $0-100,000            2.00%
         $100,001-500,000      1.75%
         $500,001-2,000,000 1.50%
         $2,000,001+           1.25%
All asset-based fees are deducted by the qualified custodian of record on a quarterly basis in advance,
based on the value of the account on the first day of the current quarter, or as otherwise indicated in the
client agreement. Advisor may negotiate fees based upon factors such as account size, a Client’s
relationship with the firm, workload and complexity of assets being managed.

Skyview Pinnacle, Inc.

Skyview Pinnacle will provide investment advisory services and portfolio management services but will
not provide custodial or other administrative services. At no time will Skyview Pinnacle accept or
maintain custody of a client’s funds or securities except for an authorized fee deduction. The Client may
contact the Custodian directly for disbursements, or account record changes, and may also do so in
writing to the Custodian. Skyview Pinnacle may act at the client’s convenience to facilitate such written
communications to the Custodian, provided that such action is not construed to be custody of client
assets.
The client is responsible for all custodial and securities execution fees charged by the custodian and
executing broker-dealer. Fees paid to Skyview Pinnacle are separate and distinct from the custodian and
execution fees.
Clients may request to terminate their advisory contract with Skyview Pinnacle, in whole or in part, by
providing advance written notice. Upon termination, any fees paid in advance will be prorated to the
date of termination and any excess will be refunded to client through the Custodian. The client’s advisory
agreement with Skyview Pinnacle is non-transferable without the Client’s written approval.
Financial Planning Fees
We charge a fixed fee for financial planning services. The exact fixed fees for financial planning services
offered by the firm may be charged based on a flat fee or hourly fee. The exact fee will be determined
in advance based on the agreement between the client and the firm and based on the information provided
by the client at that time or the complexity of the plan. Fees may be waived or reduced at Skyview
Pinnacle’s discretion.
Fixed fees for financial planning will typically range from $500 - $10,000, depending on the scope and
complexity of the work. If compensation is to be paid on an hourly basis it will be determined by the
information required and range from $125 per hour to $400 per hour billed in 15-minute time fraction.
All fixed/hourly fees for services offered by the firm will be determined in advance based on the
agreement between the client and the firm and based on the information provided by the client at that
time.

Financial planning fees are billed in advance. The amount paid in advance will not be more than $500
per client and 6 months in advance. In the event of early termination, the unearned portion of prepaid
fees will be prorated based on the number of calendar days remaining in the billing period and refunded
to the client.
Right of Cancellation
In addition to the right to terminate an agreement pursuant to its terms, a client may cancel an agreement
with Skyview Pinnacle within five (5) business days of first receiving a copy of this disclosure brochure
and supplement without penalty or fee.

Skyview Pinnacle, Inc.

B. Fee Deduction Disclosure
Where Skyview Pinnacle deducts its management fee from client accounts utilizing a qualified
custodian, Skyview Pinnacle is required to meet the following requirements.
   a. Possess written authorization from the client to deduct advisory fees from an account held by a
      qualified custodian;
   b. The firm must send the qualified custodian a written invoice detailing the fee amount to be
      deducted from the client account.
   c. The firm must send the client a written invoice itemizing the fee, the invoice must detail any
      formulae used to calculate the fee, the time period covered by the fee and the amount of assets
      under management on which the fee was based. This may be included with the clients quarterly
      performance report.
C. Other Fees and Expenses
We generally recommend that Interactive Brokers serve as the broker-dealer/custodian for client
investment management assets. Broker-dealers such as Interactive Brokers may charge brokerage
commissions and/or transaction fees for effecting certain securities transactions (i.e., transaction fees are
charged for certain no-load mutual funds, commissions are charged for individual equity transactions,
and mark-ups and mark-downs are charged for fixed income transactions). The amount of these
commissions and/or transaction fees may vary depending upon a range of factors, which typically
include the following: the broker-dealer/custodian utilized; the total value of regulatory assets under
management held at the applicable custodian; the type of asset (e.g., equity, ETF, mutual fund, fixed
income product). In addition, client accounts may invest in open-end mutual funds (including money
market funds) and ETFs that have various internal fees and expenses (i.e., management fees), which are
paid by these funds but ultimately borne by clients as a fund shareholder. These internal fees and
expenses are in addition to the fees charged by Skyview Pinnacle.
D. Advance Payment of Fees and Termination
Skyview Pinnacle’s investment management fees are payable quarterly in advance, based on the value
of the account on the first day of the current quarter. Clients may request to terminate their advisory
contract with the Firm, in whole or in part, by providing advance written notice. Upon termination, any
...
Account Minimums and Types of Clients — Form ADV Part 2A (5/14/2026) [Brochure]
Item 7 Types of Clients
Skyview Pinnacle provides investment advice to many different types of clients. These clients generally
include individuals, high net worth individuals, trusts, associations and businesses.
Minimum Account Size
The Firm does not require a minimum account size.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 45 8.1
(b) Individuals (high net worth individuals) 0 2.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 46 10.5
By Discretionary
Discretionary 46 10.5
Non-Discretionary 0 0.0
Total 46 10.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 10.5
Total 46 10.5
Firm Profile (Form ADV)
ServesRetail
LEI39-3181165
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