BlueSky Investment Advisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$23,410,460
Clients
72
Advisors
3
of 3 employees
About
BlueSkye Investment Advisers, LLC is a small-supported advisory boutique with three advisors managing client assets and providing portfolio management to individuals, institutions, and family offices. Services described in its brochure include tactical and strategic portfolio management, separately managed accounts, third‑party manager selection, held‑away account oversight, family office management, and issuer advisory work for Regulation D offerings.
The firm’s stated investment approach centers on Post‑Modern Portfolio Theory and tactically managed asset allocation, using proprietary rule‑based algorithms and a mix of fundamental and technical analysis to allocate among ETFs, equities, and fixed income. BlueSkye emphasizes downside protection through algorithmic signals and tactical shifts rather than a pure buy‑and‑hold strategy, and it disallows newer or thinly traded and leveraged/inverse ETFs in client accounts.
What distinguishes BlueSkye from many peers is the material portion of assets it reports as “held‑away” and managed on a non‑discretionary basis—its brochure states roughly $13.5 million held away versus $38.2 million managed discretionarily as of March 2023—alongside issuer advisory services priced separately and a family office offering that can be billed on large fixed or hourly fees. The adviser also notes it develops and runs its own ETF‑based algorithmic models, and is wholly owned by an unregistered holding company, which are structural features a prospective client may want to consider.
Client services
Expertise
Occupation focus
Fee options
Fixed annual fees ranging from $25,000 to $750,000 for Family Office Management; Issuer Advisory Service fees up to $1,000,000 per issue per year, negotiated
$0 - $5,000,000: 1.00% (Institutional Account Fee), 2.50% (SMA Account Fee) $5,000,001 - $10,000,000: 0.75% (Institutional Account Fee), 2.00% (SMA Account Fee) $10,000,001 - $20,000,000: 0.40% (Institutional Account Fee), 1.00% (SMA Account Fee) > $20,000,000+: 0.25% (Institutional Account Fee), Negotiable (SMA Account Fee)
Up to $1,250 per hour for Family Office Management Services
Account minimum: $15,000 (waivable by Investment Adviser Representatives) Minimum fee: $300 per year, paid quarterly, charged if account minimum not met or waived
Main office
618 E. South St, Suite 500
Orlando FL 32801
Advisors at this office
3
Most active in
Florida
Also doing business as
Blueskye Investment Advisers, LLC · D.W. Lawrence & Co. · Lawrence, Dakota A Woodland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Scott K
Series 63, Series 65
Orlando, FL
BlueSky Investment Advisers, LLC
Scott Kemps is a financial advisor at BlueSky Investment Advisers, LLC with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Great Point Capital LLC since 2014 and Medtech Discovery Group, LLC since 2013. Outside of advisory work, he is president of Spectrum Capital Management, Inc., a firm involved in insurance, software development, and business consulting related to capital formation and strategic introductions. BlueSky Investment Advisers, LLC is a boutique firm with three advisors managing assets for individuals, institutions, and family offices. The firm employs a tactical and strategic portfolio management approach based on Post-Modern Portfolio Theory, using proprietary rule-based algorithms and a mix of fundamental and technical analysis to allocate among ETFs, equities, and fixed income, with an emphasis on downside protection through algorithmic signals and tactical shifts.
Dakota L
Series 66
Orlando, FL
BlueSky Investment Advisers, LLC
Dakota Lawrence is a financial advisor at BlueSkye Investment Advisers, LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at BlueSkye since 2012 and Great Point Capital, LLC since 2016. Outside of his advisory role, Lawrence is involved in software development and venture capital, serving as CEO of Solid Session, a company focused on workflow management software, and as a manager for Launchpad 40 Capital Advisors, a venture fund investing in seed-stage technology startups. BlueSkye Investment Advisers is a boutique firm with three advisors providing portfolio management to individuals, institutions, and family offices. The firm utilizes a tactical and strategic approach based on Post-Modern Portfolio Theory, employing proprietary algorithms and a combination of fundamental and technical analysis to manage assets across ETFs, equities, and fixed income.
Todd H
Series 63, Series 66
Orlando, FL
BlueSky Investment Advisers, LLC
Todd Havemeister is a financial advisor at BlueSkye Investment Advisers, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Great Point Capital, LLC and GI Broadband. BlueSkye Investment Advisers is a boutique firm with three advisors that manage assets for individuals, institutions, and family offices. The firm employs a Post-Modern Portfolio Theory approach with tactical asset allocation using proprietary algorithms, focusing on downside protection and excluding newer or leveraged ETFs from client portfolios.
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