Blue Sky Capital Consultants Group, Inc.
● SEC registered since 2024CRD 329575SEC# 801-129456Poway, CA
Reg. AUM
$306.3M
Employees
7
Accounts
1,412
Location
Poway, CA
Blue Sky Capital Consultants Group, Inc. assets under management
Blue Sky Capital Consultants Group, Inc. is a registered investment adviser overseen by the SEC based in Poway, CA. The firm has been registered since 2024. It reports $306.3 million in regulatory assets under management and employs 7 people.
Blue Sky Capital Consultants Group, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Larry Jerome Steckler Control | President/Cfo | Under 5% | 2017 |
| McKee and Steckler Family Trust Control | Revocable Trust - Owner | Over 75% | 2001 |
| Michelle P Lin Control | Vice President | 10-25% | 2022 |
| Peter Eric Thomas Control | Chief Compliance Officer/Chief Operating Officer | Under 5% | 2023 |
| Larry Jerome Steckler Control | Trustee | — | 2017 |
| Laurie Ann McKee Control | Trustee | — | 2017 |
Frequently asked questions
How much does Blue Sky Capital Consultants Group, Inc. manage?
Blue Sky Capital Consultants Group, Inc. reports $306.3 million in regulatory assets under management on its Form ADV.
How many employees does Blue Sky Capital Consultants Group, Inc. have?
Blue Sky Capital Consultants Group, Inc. reports 7 employees.
Where is Blue Sky Capital Consultants Group, Inc. located?
Blue Sky Capital Consultants Group, Inc. is based in Poway, CA and has been SEC-registered since 2024.
Does Blue Sky Capital Consultants Group, Inc. disclose fund performance?
Blue Sky Capital Consultants Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14259 Danielson St., Poway, CA 92064 |
| Phone | 858-513-8445 |
| Fax | 858-513-9116 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$306.3M▲ 24%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,306 advisers
EmployeesTop 51%
More than 49% of 16,824 advisers
Assets under management
$306.3Mregulatory AUM
Discretionary $306.3M