Blue Sky Capital Consultants Group, Inc.

Blue Sky Capital Consultants Group provides discretionary portfolio management, financial planning, advisory consulting and pension consulting to individuals (including high net worth individuals), pension and profit‑sharing plans, charitable organizations and corporations; the firm manages approximately $306.3 million for about 506 client relationships through a team of seven advisors. Blue Sky began operating in 2024 and charges portfolio management fees as a percentage of assets under management.

The firm tailors advice to each client’s objectives and risk tolerance, may implement firm-developed model portfolios for some clients, and allows clients to impose written restrictions that can affect model eligibility. Its disclosed investment toolkit includes equities, fixed income, mutual funds and ETFs as well as options, structured products and leveraged ETFs, and the brochure states the firm may employ margin/borrowing, option writing and short sales when appropriate.

Compared with many peers, Blue Sky explicitly discloses the potential use of derivatives and borrowing within separately managed account strategies and emphasizes the attendant risks such as counterparty exposure, leverage effects and margin calls. The brochure also notes that some advisory personnel are registered representatives and licensed insurance agents who may receive commission-based compensation, a structural conflict the firm discloses and says it addresses through policies and client disclosures.