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| Blue Sky Capital Consultants Group Inc
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| CRD # | 329575 |
| SEC # | 801-129456 |
| CIK # | 0002057054 |
| AUM | 306.3 M (2026-02-13) |
| Employees | 7 (100% Investors, 57% Brokers) |
| Fees | |
| Minimum | |
| Phone | 858-513-8445 |
| Address | 14259 Danielson St Poway, CA 92064 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (2/13/2026) [Brochure] |
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Item 5 Fees and Compensation
Portfolio Management Services
Our fee for portfolio management services is based on a percentage of the assets in your account and
is set forth in the following annual fee schedule:
Annual Fee Schedule
Assets Under Management Annual Fee
$0 - $999,999.99 1.00%
$1,000,000 - $1,999,999.99 0.89%
$2,000,000 - $4,999,999.99 0.77%
$5,000,000.00 and Above 0.64%
Our annual portfolio management fee is billed and payable, monthly in advance, based on the balance
on the last day of the previous month.
If the portfolio management agreement is executed at any time other than the first day of a calendar
quarter, our fees will apply on a pro rata basis, which means that the advisory fee is payable in
proportion to the number of days in the month for which you are a client. Our advisory fee is
negotiable, depending on individual client circumstances.
At our discretion, we may combine the account values of family members living in the same household
to determine the applicable advisory fee. For example, we may combine account values for you and
your minor children, joint accounts with your spouse, and other types of related accounts. Combining
account values may increase the asset total, which may result in your paying a reduced advisory fee
based on the available breakpoints in our fee schedule stated above.
We will deduct our fee directly from your account through the qualified custodian holding your funds
and securities. We will deduct our advisory fee only when you have given our firm written authorization
permitting the fees to be paid directly from your account. We will send you an email notification that an
invoice has been posted to your client portal. Further, the qualified custodian will deliver an account
statement to you at least quarterly. These account statements will show all disbursements from your
account. You should review all statements for accuracy.
We encourage you to reconcile our invoices with the statement(s) you receive from the qualified
custodian. If you find any inconsistent information between our invoice and the statement(s) you
receive from the qualified custodian, call our main office number located on the cover page of this
brochure.
Either the firm or client may terminate the portfolio management agreement at any time. Fees are
deemed earned based on the work completed prior to the termination.
Financial Planning Services
We charge a fixed fee of $3,600 for financial planning services. The fee is negotiable depending upon
the complexity and scope of the plan, your financial situation, and your objectives. We do not require
you to pay fees six or more months in advance. Should the engagement last longer than six months
between acceptance of financial planning agreement and delivery of the financial plan, any prepaid
unearned fees will be promptly returned to you less a pro rata charge for bona fide financial planning
services rendered to date.
Fees are due in advance, via check; however, your check will not be cashed until completion of the
plan. We will refund our financial planning fees to the extent you implement the financial plan through
our Portfolio Management Service.
Either the firm or client may terminate the financial planning agreement at any time. Fees are deemed
earned based on the work completed prior to the termination.
Advisory Consulting Services
We charge an hourly fee of $100 to $300 per hour for advisory consulting services, which are non-
negotiable. We may request a retainer upon completion of our initial fact-finding session with the client;
however, the retainer will never exceed $1,200 for work that will not be completed within six months.
The balance is due upon completion of the plan.
Pension Consulting Services
Our advisory fees for these customized services will be negotiated with the plan sponsor or named
fiduciary on a case-by-case basis.
Based on the services selected by the client and/or plan assets, we will charge an annual advisory fee
ranging from 0.15% to 1.25% of the plan assets under management. Fees are billed and payable,
monthly or quarterly in arrears, based on our contract with you. Such fees will be automatically
deducted from the client's account by the provider.
Either the firm or client may terminate the pension consulting agreement at any time. Fees are deemed
earned based on the work completed prior to the termination.
Additional Fees and Expenses
As part of our investment advisory services to you, we may invest, or recommend that you invest, in
mutual funds and exchange traded funds. The fees that you pay to our firm for investment advisory
services are separate and distinct from the fees and expenses charged by mutual funds or exchange
traded funds (described in each fund's prospectus) to their shareholders. These fees will generally
include a management fee and other fund expenses. You will also incur transaction charges and/or
brokerage fees when purchasing or selling securities. These charges and fees are typically imposed by
the broker-dealer or custodian through whom your account transactions are executed. We do not
share in any portion of the brokerage fees/transaction charges imposed by the broker-dealer or
custodian. To fully understand the total cost you will incur, you should review all the fees charged by
mutual funds, exchange traded funds, our firm, and others. For information on our brokerage practices,
refer to the Brokerage Practices section of this brochure.
Compensation for the Sale of Insurance Products
Persons providing investment advice on behalf of our firm are licensed as independent insurance
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (2/13/2026) [Brochure] |
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Item 7 Types of Clients We offer investment advisory services to individuals including high net worth individuals, pension and profit-sharing plans, charitable organizations and corporations. We do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right to terminate your account if it falls below a minimum size which, in our sole opinion, is too small to manage effectively. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Tesla Motors Inc | 18.3 | ||
| Palantir Technologies Inc | 12.7 | ||
| Nvidia Corp | 11.6 | ||
| Costco Wholesale Corp /NEW | 8.8 | ||
| Brookfield Asset Management Inc | 7.1 | ||
| Facebook Inc | 6.6 | ||
| Amazon Com Inc | 5.6 | ||
| Independence Realty Trust Inc | 4.4 | ||
| Microsoft Corp | 4.3 | ||
| Robinhood Markets Inc | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 341 | 71.9 |
| (b) Individuals (high net worth individuals) | 165 | 231.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,412 | 306.3 |
| By Discretionary | ||
| Discretionary | 1,412 | 306.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,412 | 306.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.3 | |
| Total | 1,412 | 306.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002057054] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
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|
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