A complete list of active advisors currently associated with Sky-Mountain Capital Management
Warmer can help you find a great advisor at Sky-Mountain Capital Management or one who fits your needs even better.
Sky‑Mountain Capital Management works with individuals, families, high‑net‑worth clients, trusts, estates, businesses and retirement plans to provide discretionary and non‑discretionary investment management, financial planning, consulting and retirement plan advisory services. The firm’s brochure notes that financial planning is generally provided complimentary to clients who engage investment management and that stand‑alone consulting and planning engagements are also available. The firm constructs portfolios using a strategic asset allocation approach with diversified mutual funds and exchange‑traded funds, and may use individual stocks or bonds when appropriate; it cites Modern Portfolio Theory, Fundamental Analysis and Cyclical Analysis as parts of its process and performs periodic rebalancing. Sky‑Mountain typically manages accounts on a discretionary basis, charges fees based on assets under management, and recommends Fidelity as the qualified custodian for client accounts. Distinctive aspects in the brochure include reporting $210.6 million in assets under management while operating with a two‑advisor team, and the ability to serve as an ERISA 3(38) investment manager for employer retirement plans, which transfers discretionary fiduciary responsibility to the firm. The brochure also discloses operational practices that differ from many peers: the firm will not manage accounts that are not custodied at Fidelity, it does not sponsor a wrap fee program, and rebalancing is handled on a client‑by‑client basis rather than through aggregated trade executions.
To learn more about the advisors currently working at Sky-Mountain Capital Management, 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.
You can also browse Sky-Mountain Capital Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Tualatin, OR
| 16
| |
Ketchum, ID
| 21
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)