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.
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 |