Blue SKY Capital Consultants Group, Inc.
Blue Sky Capital Consultants Group, Inc. is a comprehensive financial planning and investment advisory firm headquartered in Poway, California, part of San Diego County. Founded by a team of CFP® professionals, it provides financial planning, investment management, and wealth advisory services to individuals, families, business owners, and retirees across the United States and internationally. The firm manages assets for a diverse client base and focuses on providing personalized, tax-efficient strategies to help clients achieve their financial objectives. Blue Sky Capital Consultants Group is registered with the SEC, and its leadership team includes experienced professionals in financial management and client service. Employee count is not publicly disclosed, but the firm is described as having a diverse team of CFP® Professionals and supporting staff.
Investment Strategy
Blue Sky Capital Consultants Group employs a client-centric investment strategy focused on comprehensive financial planning and portfolio management tailored to each client's needs. The firm invests across public equities, ETFs, and technology sector funds, with top holdings including companies such as Tesla, Invesco QQQ Trust, and sector-based ETFs. Their approach emphasizes tax efficiency, diversification, and active management to preserve and grow client assets. The firm regularly rebalances portfolios, adds new positions in high-growth sectors, and reduces exposure to underperforming assets, aiming to navigate market volatility while achieving clients' long-term life plan objectives.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | 9.81% | $22.7M | 51,049 | $403.84 | $444.72 | +$6.2M |
Q QQQ | INVESCO QQQ TR | 8.96% | $20.7M | 34,521 | $514.09 | $600.37 | +$1.9M |
P PLTR | PALANTIR TECHNOLOGIES INC | 7.65% | $17.7M | 96,997 | $75.63 | $182.42 | +$3.6M |
X XLK | SELECT SECTOR SPDR TR | 7.18% | $16.6M | 58,952 | $232.39 | $281.86 | +$1.9M |
N NVDA | NVIDIA CORPORATION | 5.65% | $13.1M | 70,073 | $134.29 | $186.58 | +$1.1M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M MSTR | STRATEGY INC | Sold | Call | $3.3M | 103 | $322.21 | $404.23 | -1 | -$885.2K |
T TSLA | TESLA INC | — | Call | $88.9K | 2 | $444.72 | $317.66 | 0 | +$25.4K |