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Sky-mountain Capital Management, Inc.
Sky-Mountain Capital Management, Inc. is a boutique investment adviser and financial planning firm headquartered in Ketchum, Idaho. Founded in January 2021 by Thomas E. Nelson III, the firm is focused on personalized wealth management, investment management, retirement planning, and consulting services for individuals, particularly high net worth clients. With a small team of 2 employees, Sky-Mountain Capital Management emphasizes long-term client relationships and tailored financial solutions.
Investment Strategy
Sky-Mountain Capital Management, Inc. provides discretionary and non-discretionary investment advisory services, focusing on developing customized portfolios for each client based on their risk tolerance, investment objectives, and financial goals. The firm offers access to a variety of investment vehicles including mutual funds, ETFs, bonds, equities, and other publicly traded securities. The approach prioritizes long-term planning, regular reviews, and ongoing communication, with no account minimums and negotiable fees depending on client relationship size and investment activity.
Latest 13F Filing Activity
Sky-mountain Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 35 equity positions with a total 13F market value of $151M. The fund increased holdings in Wisdomtree TR, Fidelity Wise Origin Bitcoin, First TR Exchange Traded FD among other positions. Sky-mountain Capital Management, Inc. reduced exposure to Vanguard Whitehall FDS, Vanguard Index FDS, Vanguard Index FDS among others.
Top Holdings
Equity Positions (35)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U USFR | WISDOMTREE TR | 40.52% | $61.0M | 1,211,245 | $50.33 | $50.31 | +$14.3M |
F FBTC | FIDELITY WISE ORIGIN BITCOIN | 12.08% | $18.2M | 177,153 | $73.24 | $93.99 | +$6.2M |
G GLD | SPDR GOLD TR | 11.16% | $16.8M | 53,643 | $288.90 | $304.83 | +$2.0M |
M MSTR | MICROSTRATEGY INC | 9.73% | $14.6M | 36,429 | $289.82 | $404.23 | +$4.3M |
N NKE | NIKE INC | 4.18% | $6.3M | 84,538 | $63.48 | $71.04 | +$138.7K |
Industry Allocation
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