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 adviser organized as a corporation and registered with the SEC in 2024. The firm serves individuals and families and offers fee arrangements that include a percentage-of-assets component as well as hourly, fixed, and other fee structures. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not market itself as an ESG-focused investor and does not operate as a multi-state adviser or a capital allocator running proprietary alternative funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities40%
- Public Funds/Mutual Funds26%
- Other22%
- US Government Bonds10%
- 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 5MICHELLE 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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