Blue Sky Capital Consultants Group, Inc.
Firm details
- Headquarters
- Poway, California
- CRD number
- 329575
- Registered since
- February 2, 2024
- Website
- www.blueskyccg.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds41%
- US Government Bonds8%
- Other8%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 3Peter Thomas
Chief Compliance OfficerCRD 7631699

Larry Steckler
President, CEOCRD 2621508

Leilani Harwood
Chief Marketing OfficerCRD 5583350
Contacts
3 of 5
Michelle Lin
PartnerCRD 5506063

Scott Nabb
Client Services ManagerCRD 6356534

Matthew Goldberg
Client Services ManagerCRD 7392858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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