Sky-Mountain Capital Management

RIASEC Registered

Total AUM

$211M

Discretionary

$207M

98% of AUM

Avg account

$406K

Accounts

519

Employees

2

Advisory reps

2

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

FINTRX

Overview

Sky-Mountain Capital Management is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered (registration year 2021) and bills clients primarily by a percentage of assets under management, with hourly billing used for certain services. Its advisory activities center on financial planning and discretionary portfolio management for individual and family clients. The firm does not identify as an active ESG investor and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds75%
Exchange Traded Equities14%
Cash & Cash Equivalents8%
Non-Exchange Traded Equities1%
US Government Bonds1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 20

Active vs passive

$125M in ETFs

Passive

91%

$114M

Active

4%

$11.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)	Wisdom Tree	Passive	Ultrashort Bond	$57.7M	1,145,826	46.26%

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Primary office

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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