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

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%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$125M in ETFs

Passive

91%

$114M

Active

4%

$11.2M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)Wisdom TreePassiveUltrashort Bond$57.7M1,145,82646.26%
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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

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