{
  "crd_number": 321272,
  "slug": "big-sky-wealth-advisors-llc-great-falls-mt-321272",
  "primary_business_name": "BIG SKY WEALTH ADVISORS, LLC",
  "legal_name": "BIG SKY WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Great Falls",
  "state": "MT",
  "country": "United States",
  "cbsa_code": "24500",
  "metro": {
    "cbsa_code": "24500",
    "common_name": "Great Falls",
    "msa_name": "Great Falls, MT",
    "path": "/advisors/mt/great-falls"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-10",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-06-10",
  "carried_forward": false,
  "raum_total": 134642094.0,
  "raum_discretionary": 134642094.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1411585.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 65711027.0,
      "count": 181
    },
    "pension_profit_sharing": {
      "raum": 137746.0,
      "count": 1,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 65173921.0,
      "count": 20
    },
    "corporations_other_businesses": {
      "raum": 2207815.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "MT",
    "TX",
    "WA",
    "WI"
  ],
  "websites": [
    "https://bigskywealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321272",
  "city_as_filed": "GREAT FALLS",
  "url": "https://advisorcensus.com/firm/big-sky-wealth-advisors-llc-great-falls-mt-321272",
  "display_name": "Big Sky Wealth Advisors, LLC",
  "summary": "Big Sky Wealth Advisors, LLC is an SEC-registered investment advisory firm in Great Falls, MT, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.",
  "citation": "AdvisorCensus. Big Sky Wealth Advisors, LLC (CRD 321272): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Big Sky Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Big Sky Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Big Sky Wealth Advisors, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 states: Hourly rate: $350 an hour (Financial planning services provided by Josh Horton); Hourly rate: $150 an hour (Financial planning services provided by Ryan Swain). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Big Sky Wealth Advisors, LLC located?",
      "a": "Big Sky Wealth Advisors, LLC's principal office is in Great Falls, MT, according to its Form ADV."
    },
    {
      "q": "Is Big Sky Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Big Sky Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 321272."
    },
    {
      "q": "How much does Big Sky Wealth Advisors, LLC manage?",
      "a": "Big Sky Wealth Advisors, LLC reports $134,642,094 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (100% discretionary)."
    },
    {
      "q": "How have Big Sky Wealth Advisors, LLC's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Big Sky Wealth Advisors, LLC: Regulatory assets under management: $0 in the October 2022 data and $134,642,094 in the October 2026 data. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Big Sky Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (181); high net worth individuals (20); corporations or other businesses not listed above (4)."
    },
    {
      "q": "Which custodians does Big Sky Wealth Advisors, LLC use?",
      "a": "Big Sky Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Big Sky Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321272"
    },
    {
      "q": "Does Big Sky Wealth Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 says: \"Our Firm generally requires a minimum account size of $50,000 for advisory accounts. However, from time to time, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances.\""
    },
    {
      "q": "What changed in Big Sky Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in CA."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 2,
      "filing_date": "2022-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 107834278.0,
      "total_employees": 3,
      "filing_date": "2024-09-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 121445342.0,
      "total_employees": 2,
      "filing_date": "2025-01-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 134642094.0,
      "total_employees": 2,
      "filing_date": "2026-06-10"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in CA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $121,445,342 to $134,642,094 (+11%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $350 an hour (Financial planning services provided by Josh Horton)",
      "Hourly rate: $150 an hour (Financial planning services provided by Ryan Swain)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our Firm generally requires a minimum account size of $50,000 for advisory accounts. However, from time to time, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (Financial planning services provided by Josh Horton)"
        ],
        "quotes": [
          "Josh Horton: $350/hour (increased annually by $25 and may increase with additional credentials)"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 an hour (Financial planning services provided by Ryan Swain)"
        ],
        "quotes": [
          "Ryan Swain: $150/hour (increased annually by $25 and may increase with additional credentials)"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 50000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial planning services provided by Josh Horton"
        },
        {
          "kind": "hourly",
          "amount": 150.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial planning services provided by Ryan Swain"
        }
      ]
    },
    "quotes": [
      "Our Firm generally requires a minimum account size of $50,000 for advisory accounts. However, from time to time, at our sole discretion, we may accept smaller accounts based on various criteria, such as anticipated future assets, related accounts, and other individual Client circumstances.",
      "Josh Horton: $350/hour (increased annually by $25 and may increase with additional credentials)",
      "Ryan Swain: $150/hour (increased annually by $25 and may increase with additional credentials)"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/big-sky-wealth-advisors-llc-great-falls-mt-321272.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 181,
      "fewer_than_5": false,
      "raum": 65711027.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 65173921.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 137746.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1411585.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 2207815.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321272",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}