Blue Sky Capital Consultants Group, Inc.

RIASEC RegisteredEst. 2024
Total AUM
$306M
Discretionary
$306M
100% of AUM
Avg account
$217K
Accounts
1,412
Employees
7
Advisory reps
8

Firm details

Headquarters
Poway, California
CRD number
329575
Registered since
February 2, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types
  • HNWI75.69%
  • Individuals23.46%
  • Charitable Organizations0.85%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Blue Sky Capital Consultants Group, Inc. is an independent registered investment advisor organized as a corporation and registered with the SEC in 2024. The firm serves individual and family clients and positions itself around advisory services — financial planning, portfolio management for individuals and small businesses, and pension consulting services. It charges fees through a mix of percentage-of-AUM, hourly, fixed-fee and other arrangements rather than relying on commission-based products. The firm does not self-identify as an active ESG investor and is not set up as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Public Funds/Mutual Funds 41%, US Government Bonds 8%, Other 8%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%42%
  • Exchange Traded Equities42%
  • Public Funds/Mutual Funds41%
  • US Government Bonds8%
  • Other8%
  • Investment Grade Corp Bonds1%

Owners & executives

3 of 3
  • Peter Thomas

    Chief Compliance OfficerCRD 7631699

  • Larry Steckler

    Larry Steckler

    President, CEOCRD 2621508

  • Leilani Harwood

    Leilani Harwood

    Chief Marketing OfficerCRD 5583350

Contacts

3 of 5
  • Michelle Lin

    Michelle Lin

    PartnerCRD 5506063

  • Scott Nabb

    Scott Nabb

    Client Services ManagerCRD 6356534

  • Matthew Goldberg

    Matthew Goldberg

    Client Services ManagerCRD 7392858

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Poway, CA

San Diego

Location

Poway, CA

Headquartered in Poway, CA, in the West of the United States.

Region
West
County
San Diego
Address
14259 Danielson St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth