AdvisorGrade
Fee-basedFiduciaryNo reported disclosuresLocal

Sky Island Capital

Sky Island Capital is a fee-based, SEC-registered investment adviser in Dallas, Texas, registered with the SEC since 2019, managing approximately $533M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

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Source: SEC Form ADV · CRD #305087 · SEC #801-117537 · SEC-registered since 2019 (7 yrs) · Last filing data January 1, 2026

AUM
$533M

as of 2026

Fee model
Fee-based

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
14

12 advisers

Assets per adviser

$44Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is more adviser-heavy (fewer assets per adviser).

Overview

AI-generated summary

Sky Island Capital is a fee-based, SEC-registered investment adviser based in Dallas, Texas. It reported approximately $533M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
305087
SEC #
801-117537
Headquarters
Dallas, TX
Employees
14

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$533M
Assets under management by year
YearReported AUM
2026$533M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Sky Island Capital reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Sky Island Capital a fiduciary?+

Yes. Sky Island Capital is an SEC-registered investment adviser (CRD #305087), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Sky Island Capital compensated?+

Sky Island Capital reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Sky Island Capital manage?+

Sky Island Capital reported approximately $533M in regulatory assets under management as of its most recent Form ADV filing.

Does Sky Island Capital have any disclosures?+

Sky Island Capital reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Sky Island Capital has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

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