BlueSky Investment Advisers, LLC logo

BlueSky Investment Advisers, LLC

Updated today

Client assets under management

$23,410,460

Clients

72

67% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

24

Low

Average account size

$325,145

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

Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Family Business

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

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

Percentage

$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)

Project-based

Up to $1,250 per hour for Family Office Management Services

Other

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 location

BlueSky Investment Advisers, LLC

618 E. South St, Suite 500

Orlando FL 32801, United States

Number of offices

1

Most active in

Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

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.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Family Business Founder/Business Owner Executive
user avatar

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.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Family Business Founder/Business Owner Executive
user avatar

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.

Passive / index investing Active portfolio management Tax-loss harvesting Private / alternative investments Family Business Founder/Business Owner Executive
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