Firm profile

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

POWAY, CACRD 329575Latest ADV February 13, 2026

Blue Sky Capital Consultants Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Poway, CA. Its latest Form ADV filing, dated February 13, 2026, reports $306M in regulatory assets under management, 7 employees, and 1,412 accounts.

Assets Under Management
$306M
Employees
7
Offices
--
Total Clients
506
Primary office
POWAY, CA
14259 DANIELSON ST., POWAY, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOPeter E. Thomas
CFOLarry J. Steckler
COOPeter E. Thomas

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

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

Client Coverage Demographics

Top client segmentIndividuals represent 67.4% of total clients.
Top client categories% of clientsClients
1
Individuals
67.4%
341
2
HNWI
32.6%
165
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$306Mas of February 13, 2026
Discretionary100.0%
$306M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

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

Total AUM$306M
Total Accounts1,412
10Y AUM Change+$306M

Employee Growth by Quarter

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

Total Employees7
Clients per Employee72:1
10Y Employee Change+4 (+133.3%)

* 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.