Overview
Assets Under Management: $189 million
Headquarters: KETCHUM, ID
High-Net-Worth Clients: 52
Average Client Assets: $3 million
Frequently Asked Questions
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312915), SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. is headquartered in KETCHUM, ID.
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. serves 52 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. manages $189 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.22
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 517
Discretionary Accounts: 513
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 312915
Last Filing Date: 2025-02-20 00:00:00
Website: https://sky-mountaincapital.com