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SKY-MOUNTAIN CAPITAL MANAGEMENT
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.
CRD 312915 · SEC 801-120497
251 NORTHWOOD WAY, SUITE H, KETCHUM, ID, 83340, United States
Phone
208-471-4261
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.6M
Discretionary AUM
$207.2M
Team
2 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $58.4M |
| High net worth individuals | 54 | $152.1M |
States served
ID, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD