CRD: 312915
SKY-Mountain Capital Management
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-11-2021
- Office Locations
- 2
Office Locations
About SKY-Mountain Capital Management
Sky-Mountain Capital Management is a Ketchum, Idaho financial planning and investment management firm serving retail clients with customized planning and asset management. Portfolios are built primarily with public funds and ETFs, complemented by U.S. government/agency bonds and cash for risk management. Custody is reported with Fidelity/NFS. The firm’s name nods to the founder’s family ranch in Bickleton, Washington, established in 1889.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
THOMAS E NELSON III
Chief Compliance Officer, President
- CRD
- #4880849
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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AMANDA ZOE COLEMAN
Investment Advisor
- CRD
- #3140176
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,156,137 | $410,210 |
| Non-Discretionary | $3,412,045 | $243,718 |
| Total | $210,568,182 | $405,719 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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