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 a corporate, independent registered investment adviser that began SEC registration in 2024. The firm serves individual and family clients and structures fees using a mix of percentage-of-AUM, hourly, fixed, and other fee arrangements. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Blue Sky is not an in-house capital allocator and relies on external managers rather than operating proprietary funds. It is not identified as an active ESG investor.

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
  • Leilani Harwood

    Leilani Harwood

    Chief Marketing OfficerCRD 5583350

  • Larry Steckler

    Larry Steckler

    President, CEOCRD 2621508

  • Peter Thomas

    Chief Compliance OfficerCRD 7631699

Contacts

3 of 5
  • Scott Nabb

    Scott Nabb

    Client Services ManagerCRD 6356534

  • Michelle Lin

    Michelle Lin

    PartnerCRD 5506063

  • Matthew Goldberg

    Matthew Goldberg

    Client Services ManagerCRD 7392858

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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, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
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