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BLUE SKY CAPITAL CONSULTANTS GROUP, INC.

POWAY, CA · CRD 329575 · IAPD ↗ · 858-513-8445

$306.3MRegulatory AUM
7Advisory reps
7Employees
0Clients
11-25Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — BLUE SKY CAPITAL CONSULTANTS GROUP, INC. notice-filed in CO, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
March 2026 — BLUE SKY CAPITAL CONSULTANTS GROUP, INC. grew from 4 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
44
April 2025 — BLUE SKY CAPITAL CONSULTANTS GROUP, INC. notice-filed in TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2025 — BLUE SKY CAPITAL CONSULTANTS GROUP, INC. reported RAUM up 28% ($193.4M -> $247.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
June 2024 — BLUE SKY CAPITAL CONSULTANTS GROUP, INC. reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
June 2024 — BLUE SKY CAPITAL CONSULTANTS GROUP, INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
February 2024 — BLUE SKY CAPITAL CONSULTANTS GROUP, INC. (POWAY, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.