Sky-Mountain Capital Management

RIASEC RegisteredEst. 2021
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, 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

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 14%, Cash & Cash Equivalents 8%, Non-Exchange Traded Equities 1%, US Government Bonds 1%, Other 1%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities14%
  • Cash & Cash Equivalents8%
  • Non-Exchange Traded Equities1%
  • US Government Bonds1%

Contacts

2 of 2

  • Thomas Nelson

    Founder and PresidentCRD 4880849

  • Amanda Coleman

    Investment Advisor RepresentativeCRD 3140176

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$125M in ETFs

Passive

91%

$114M

Active

3%

$11M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)Wisdom TreePassiveUltrashort Bond$54.9M1,090,10443.81%
Unlock additional holdings →

Location

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

Similar firms

PGP Advisors, LLC

RIA

Ketchum, ID

AUM $223MTEAM 10REPS 3

Pacific Peak Advisors, LLC

RIA

Ketchum, ID

AUM $224MTEAM 2REPS 2

Hazlett Wealth Management LLC

RIA

Ketchum, ID

AUM $160MTEAM 1REPS 1

American Capital Advisory, LLC

RIA

Ketchum, ID

AUM $334MTEAM 7REPS 7

Sun Valley Gold LLC

RIA

Ketchum, ID

AUM $104MTEAM 2REPS 3

Pinyon Pine Capital LLC

RIA

Ketchum, ID

AUM $46.4MTEAM 2REPS 3
More RIAs in Ketchum →All Idaho RIAs →