BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
Latest filing: Apr 11, 2025 (96 days ago)
AUM
$247,832,269
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
4
33% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
POWAY, CA
14259 DANIELSON ST., POWAY, CA, UNITED STATES, 92064
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 351 | $0.1 |
| Average Individual AUM | $201,220 | |
| HNW | 143 | $0.2 |
| Average HNW AUM | $1,220,657 | |
| Retail Total | 494 | $0.2 |
| Average Retail AUM | $496,320 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 40% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 10% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 26% | $0.1 |
| Other Pools | 0% | $0.0 |
| Cash | 1% | $0.0 |
| Other | 22% | $0.1 |
| Total | 100% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| CAPITAL FINANCIAL CONSULTANTS GROUP, INC. | $0.0 | 133657 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHELLE LIN | POWAY | CA | S66|2009-10-21 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN VELAZQUEZ | POWAY | CA | CERTIFIED FINANCIAL PLANNER | ||||||
| LARRY STECKLER | POWAY | CA | S63|1995-07-03|S65|1998-06-30 | CERTIFIED FINANCIAL PLANNER | |||||
| TIMOTHY O'CONNELL | POWAY | CA | S63|1989-10-11|S65|1996-12-24 | CERTIFIED FINANCIAL PLANNER | |||||
| SCOTT NABB | POWAY | CA | S65|2011-08-05|S63|2011-05-25|S66|2015-05-11 | CERTIFIED FINANCIAL PLANNER | |||||
| TYLER GOGLIA | POWAY | CA | CERTIFIED FINANCIAL PLANNER | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.2 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 3 | 1 | 33% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-02/02/2024, CA-02/02/2024, FL-02/02/2024, LA-02/02/2024, OR-02/02/2024, TX-04/11/2025, WA-04/11/2025 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV