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.
Name |
Location |
Years of experience |
|---|---|---|
Tualatin, OR
| 15
| |
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")