{
  "crd_number": 329575,
  "slug": "blue-sky-capital-consultants-group-inc-poway-ca-329575",
  "primary_business_name": "BLUE SKY CAPITAL CONSULTANTS GROUP, INC.",
  "legal_name": "BLUE SKY CAPITAL CONSULTANTS GROUP, INC.",
  "dbas": [],
  "city": "Poway",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-02-02",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-14",
  "carried_forward": false,
  "raum_total": 306337273.0,
  "raum_discretionary": 306337273.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2610827.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 71873372.0,
      "count": 341
    },
    "high_net_worth_individuals": {
      "raum": 231853074.0,
      "count": 165
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "LA",
    "OR",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://blueskyccg.com",
    "https://facebook.com/BlueSkyCCG",
    "https://linkedin.com/company/blueskyccg",
    "https://twitter.com/BlueSkyCCG"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329575",
  "city_as_filed": "POWAY",
  "url": "https://advisorcensus.com/firm/blue-sky-capital-consultants-group-inc-poway-ca-329575",
  "display_name": "Blue Sky Capital Consultants Group, Inc.",
  "summary": "Blue Sky Capital Consultants Group, Inc. is an SEC-registered investment advisory firm in Poway, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 14, 2026.",
  "citation": "AdvisorCensus. Blue Sky Capital Consultants Group, Inc. (CRD 329575): 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)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Blue Sky Capital Consultants Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Blue Sky Capital Consultants Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Blue Sky Capital Consultants Group, Inc. located?",
      "a": "Blue Sky Capital Consultants Group, Inc.'s principal office is in Poway, CA, according to its Form ADV."
    },
    {
      "q": "Is Blue Sky Capital Consultants Group, Inc. registered with the SEC or a state?",
      "a": "Blue Sky Capital Consultants Group, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329575."
    },
    {
      "q": "How much does Blue Sky Capital Consultants Group, Inc. manage?",
      "a": "Blue Sky Capital Consultants Group, Inc. reports $306,337,273 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Blue Sky Capital Consultants Group, Inc.'s assets and staff changed since 2024?",
      "a": "In the Form ADV data for Blue Sky Capital Consultants Group, Inc.: Regulatory assets under management: $193,379,408 in the October 2024 data and $306,337,273 in the October 2026 data, up 58%. Total employees: 3 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Blue Sky Capital Consultants Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (341); high net worth individuals (165)."
    },
    {
      "q": "Which custodians does Blue Sky Capital Consultants Group, Inc. use?",
      "a": "Blue Sky Capital Consultants Group, Inc.'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 Blue Sky Capital Consultants Group, Inc. 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/329575"
    },
    {
      "q": "What changed in Blue Sky Capital Consultants Group, Inc.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in CO, VA."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 193379408.0,
      "total_employees": 3,
      "filing_date": "2024-05-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 247832269.0,
      "total_employees": 4,
      "filing_date": "2025-07-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 306337273.0,
      "total_employees": 7,
      "filing_date": "2026-08-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in CO, VA."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 7.",
        "Regulatory assets under management went from $247,832,269 to $306,337,273 (+24%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "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/blue-sky-capital-consultants-group-inc-poway-ca-329575.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 341,
      "fewer_than_5": false,
      "raum": 71873372.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 165,
      "fewer_than_5": false,
      "raum": 231853074.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2610827.0
    }
  ],
  "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/329575",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}