AdvizorPro

Blue SKY Capital Consultants Group, Inc.

Blue SKY Capital Consultants Group, Inc.. CRD 329575

Blue SKY Capital Consultants Group, Inc. logo

CRD: 329575

Blue SKY Capital Consultants Group, Inc.

Poway, CA, 92064
8585138445
www.blueskyccg.com
$306.3M Total AUM
$306.3M Disc. AUM
-- 3Y CAGR
7 Employees
506 ADV. Clients
2 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
12-01-2023
Office Locations
1

Office Locations

14259 Danielson St. Poway CA

About Blue SKY Capital Consultants Group, Inc.

Blue Sky Capital Consultants Group is a San Diego County-based financial planning and wealth management firm serving pre-retirees/retirees, business owners, and families nationwide and internationally. The team delivers coordinated cash flow, retirement, tax, estate, insurance/risk, and investment management strategies with an education-first, fiduciary approach. Founded by a retired U.S. Navy veteran, the firm highlights a multi-generational bench of CFP® professionals and a client portal via myfinancialaccount.com.

Team overview

28 AVG AGE
$43.8M AVG AUM / ADVISOR
$605.4K AVG AUM / CLIENT
1.9 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
2yrs Firm Age

Insights

Premium access reveals conviction themes in element pioneer element.
Upgrade to reveal position-level detail across vector catalyst.
Upgrade to reveal position-level detail across focus north.
Request access to benchmark trends tied to summit.
Full visibility includes strategy notes for capital signal wave.
Upgrade to reveal position-level detail across oak beacon.
Premium access reveals conviction themes in vital radial.
See the complete signal summary connected to vector insight.

Asset Classes

Capital Zenith Quantum Signal

Client Personas

Bridge signal Timber Bridge

Custodian

Pathway summit Crest pathway Frontier matrix Horizon Eagle

Investment Themes

Oak Focus Capital Crest pathway

Investment Vehicles

Ember atlas

Services

Element atlas Eagle harbor Frontier quantum Foundation ridge Peak quantum Foundation Legacy pathway Glacier bridge Element Momentum Harbor oak

Owner & Executives

MICHELLE P LIN

MICHELLE P LIN

VICE PRESIDENT

CRD
#5506063
Ownership
10% but less than 25%
(693) 981-2206
horizon.oak@wavecapital.com
in linkedin.com/in/frontier-fusion
LARRY JEROME STECKLER

LARRY JEROME STECKLER

Chief Financial Officer, President

CRD
#2621508
Ownership
Less than 5%
(388) 245-1194
zenith.frontier@foundationcapital.com
in linkedin.com/in/harbor-vector
F

Frontier legacy

Oak alpha

CRD
#48776
Ownership
19.2%
(878) 280-1541
ridge.bridge@embercapital.com
in linkedin.com/in/alpha-legacy

Showing 2 of 3 owners & executives

Unlock all

Contacts

T

Tyler W Goglia

Advisor

CRD
#7202436
(903) 829-2189
beacon.harbor@fusioncapital.com
in linkedin.com/in/quantum-insight
M

Matthew Ryan Goldberg

--

CRD
#7392858
(514) 697-4450
unison.peak@eaglecapital.com
in linkedin.com/in/vital-horizon
P

Pioneer eagle

Quantum delta

CRD
#71680
(982) 392-3458
insight.atlas@optimacapital.com
in linkedin.com/in/summit-oak

Showing 2 of 8 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
05-17-2024
08-06-2025
02-13-2026
Category Assets AVG. Account size
Discretionary $306,337,273 $216,953
Non-Discretionary $0 --
Total $306,337,273 $216,953

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $306,337,273

$306.3M Total SMA
Equity - Exchange:
26.9%
Public Funds:
27.8%
Other:
5.4%
U.S. Government/Agency:
16.6%
Cash:
16.9%
Corporate - Investment Grade:
6.4%
Asset class Assets Assets %
Equity - Exchange $1,976,263,674 26.9%
Public Funds $2,042,384,019 27.8%
Other $396,722,076 5.4%
U.S. Government/Agency $1,219,553,048 16.6%
Cash $1,241,593,163 16.9%
Corporate - Investment Grade $470,189,126 6.4%
Total $7,346,705,106 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform