BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
Adviser information for BLUE SKY CAPITAL CONSULTANTS GROUP, INC. last updated from Form ADV on January 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 0 | $0 |
| Total | 0 | $0 |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesADVISORY CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPENSION CONSULTING FEE |
Identifiers
| SEC RIA File Number | 801-129456 |
|---|---|
| SEC ERA File Number | 801-129456 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 329575 |
| Legal Entity Identifier | None |
Principal Office
14259 DANIELSON ST.POWAY
CA
United States
Monday - Friday, 8:00AM TO 5:00PM
Tel: 858-513-8445, Fax: 858-513-9116
Chief Compliance Officer
PETER THOMAS
CHIEF OPERATING OFFICER
14259 DANIELSON ST.
POWAY
CA
United States
Tel:
858-513-8445
Fax:
858-513-9116
P******@*************M
(Full email address available in API data)
Regulatory Contact
LARRY STECKLER
PRESIDENT
14259 DANIELSON ST.
POWAY
CA
United States
Tel:
858-513-8445
Fax:
858-513-9116
L********@*************M
(Full email address available in API data)
Industry Affiliates
| CAPITAL FINANCIAL CONSULTANTS GROUP, INC. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| STECKLER, LARRY, JEROME | Individual | – | PRESIDENT AND TRUSTEE | 03/2017 | 50-75% |
| LIN, MICHELLE, P | Individual | – | VICE PRESIDENT | 11/2022 | 10-25% |
| MCKEE AND STECKLER FAMILY TRUST | Domestic Entity | – | REVOCABLE TRUST - OWNER | 01/2001 | > 75% |
| Thomas, Peter, Eric | Individual | – | CHIEF COMPLIANCE OFFICER/CHIEF OPERATING OFFICER | 12/2023 | < 5% |
| MCKEE, LAURIE, ANN | Individual | – | TRUSTEE | 03/2017 | 50-75% |