Firm profile

SKY-MOUNTAIN CAPITAL MANAGEMENT

KETCHUM, IDCRD 312915Latest ADV February 26, 2026

Sky-Mountain Capital Management is an SEC registered investment adviser organized as a corporation with a primary office location in Ketchum, ID. Its latest Form ADV filing, dated February 26, 2026, reports $211M in regulatory assets under management, 2 employees, and 519 accounts.

Assets Under Management
$211M
Employees
2
Offices
--
Total Clients
141
Primary office
KETCHUM, ID
251 NORTHWOOD WAY, SUITE H, KETCHUM, ID, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOThomas E. Nelson

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
87
2
HNWI
38.3%
54

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$211Mas of February 26, 2026
Discretionary98.4%
$207M
98% of total RAUM98.4%
Non-discretionary1.6%
$3M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$211M
Total Accounts519
10Y AUM Change+$211M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee71:1
10Y Employee Change+1 (+100.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.