Sky-Mountain Capital Management
Firm details
- Headquarters
- Ketchum, Idaho
- CRD number
- 312915
- Registered since
- March 11, 2021
- Website
- sky-mountaincapital.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI72.25%
- Individuals27.75%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Sky-Mountain Capital Management is an independent, SEC-registered registered investment adviser formed as a corporation in 2021 and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with hourly fees. According to regulatory disclosures the firm does not position itself as an ESG investor, is not a pension consultant or capital allocator, and is not identified as a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities14%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
2 of 2Thomas Nelson
Founder and PresidentCRD 4880849
Amanda Coleman
Investment Advisor RepresentativeCRD 3140176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 21Active vs passive
$125M in ETFs
91%
$114M
3%
$11M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND (USFR) | Wisdom Tree | Passive | Ultrashort Bond | $54.9M | 1,090,104 | 43.81% |
Location
Ketchum, ID
Blaine
Location
Ketchum, ID
Headquartered in Ketchum, ID, in the West of the United States.
- Region
- West
- County
- Blaine
- Address
- 251 Northwood Way
- Time zone
- MT (UTC-7)
- Office locations
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