A complete list of active advisors currently associated with Blue Sky Capital Consultants Group, Inc.

Warmer can help you find a great advisor at Blue Sky Capital Consultants Group, Inc. or one who fits your needs even better.

Blue Sky Capital Consultants Group, Inc. provides discretionary portfolio management, model-portfolio management, financial planning, pension consulting and advisory consulting to individuals (including high-net-worth clients), retirement plans, charitable organizations and corporations; as of January 1, 2026 the firm reported roughly $306 million in discretionary assets under management and serves several hundred client accounts. Services include ongoing account monitoring, plan delivery and educational support for plan participants. The firm tailors advice to each client's stated objectives, risk tolerance and liquidity needs and implements strategies through individualized discretionary accounts or firm-developed model portfolios; clients may impose written restrictions but model allocations may not be individualized. Blue Sky describes a multi‑disciplinary investment process that includes fundamental and technical analysis, modern portfolio theory, and both long‑ and short‑term trading, with daily monitoring and periodic account reviews. What is less common for a team firm is Blue Sky’s disclosed use of derivatives and borrowing within separately managed accounts — the brochure references options, structured products and leveraged exchange‑traded funds (which rely on swaps and other derivatives), as well as margin transactions and the potential for short sales — strategies that many peer firms do not employ in managed accounts. The firm also discloses that some advisors are registered representatives and licensed insurance agents, a dual role the brochure identifies as a potential source of conflicts that the firm addresses through its fiduciary policies and disclosures.

To learn more about the advisors currently working at Blue Sky Capital Consultants Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.