# Blue Sky Capital Consultants Group, Inc.

> 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.

- CRD: 329575
- Filed as: BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Poway, CA
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329575
- AdvisorCensus page: https://advisorcensus.com/firm/blue-sky-capital-consultants-group-inc-poway-ca-329575

## Quick answers

**How is Blue Sky Capital Consultants Group, Inc. compensated?**
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.

**How much does Blue Sky Capital Consultants Group, Inc. charge?**
Its Form ADV Part 2A brochure dated August 14, 2026 states: Flat fee: $4,200 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Blue Sky Capital Consultants Group, Inc. located?**
Blue Sky Capital Consultants Group, Inc.'s principal office is in Poway, CA, according to its Form ADV.

**Is Blue Sky Capital Consultants Group, Inc. registered with the SEC or a state?**
Blue Sky Capital Consultants Group, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329575.

**How much does Blue Sky Capital Consultants Group, Inc. manage?**
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).

**How have Blue Sky Capital Consultants Group, Inc.'s assets and staff changed since 2024?**
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.

**What types of clients does Blue Sky Capital Consultants Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (341); high net worth individuals (165).

**Which custodians does Blue Sky Capital Consultants Group, Inc. use?**
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.

**Does Blue Sky Capital Consultants Group, Inc. report any disciplinary disclosures?**
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

**What changed in Blue Sky Capital Consultants Group, Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in CO, VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 14, 2026)

- Flat fee: $4,200 (financial planning services)

> We charge a fixed fee of $4,200 for financial planning services. The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $306,337,273
- Discretionary: $306,337,273
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 341 | $71,873,372 |
| High net worth individuals | 165 | $231,853,074 |
| Charitable organizations | Fewer than 5 | $2,610,827 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, LA, OR, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blueskyccg.com
- Facebook @BlueSkyCCG
- LinkedIn @blueskyccg
- X @BlueSkyCCG

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $193,379,408 | 3 | May 17, 2024 |
| October 2025 | $247,832,269 | 4 | July 16, 2025 |
| October 2026 | $306,337,273 | 7 | August 14, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in CO, VA.

### March 2026
- Employees performing advisory functions went from 4 to 7.
- Regulatory assets under management went from $247,832,269 to $306,337,273 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Sky Capital Consultants Group, Inc. (CRD 329575): Form ADV filing data as of October 2026.