Blue Sky Capital Consultants Group, Inc.
Blue Sky Capital Consultants Group is an SEC-registered, fee-based investment advisory firm in Poway, California serving pre-retirees, retirees, business owners, and families with holistic financial planning across investments, retirement, tax, estate, and insurance.
- Company typePrivate
- Founded2008
- HeadquartersPoway, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Blue Sky Capital Consultants Group, Inc. does
Blue Sky Capital Consultants Group, Inc. is an SEC-registered investment advisory firm founded in 2008 by a retired U.S. Navy veteran and headquartered in Poway, California. The firm delivers comprehensive financial planning across seven core disciplines — cash flow planning, investment management, retirement planning, tax planning, estate planning, insurance and risk management, and corporate retirement plan consulting — organized around four client segments: pre-retirees and retirees, business owners, individuals and families, and new investors/young professionals. Service delivery combines in-person consultations at the Poway headquarters with virtual meetings for clients across 20 U.S. states and internationally, supported by a secure client portal and SEO-optimized local web presence.
The firm operates on a fee-based advisory model with transparent upfront pricing and no strict minimum asset requirement, supplemented by securities commissions earned through its Registered Representative relationship with Independent Financial Group, LLC (IFG), a FINRA/SIPC member. Technology is conventional for the industry — financial planning software plus a secure client portal — with no proprietary AI/ML, platform technology, or disclosed patents. Marketing relies on content (Resource Center with calculators, guides, webinars), local SEO targeting Poway and greater San Diego communities, and referral-driven acquisition rather than paid advertising.
Blue Sky Capital is privately held, founder-led by Larry Steckler (President & CEO), and structured as a multi-generational partnership with named Partners including Michelle Lin and Laurie McKee. The team of seven CFP® professionals plus a CFA® candidate and licensed insurance professionals carries 85+ years of combined experience. Growth has been organic, supplemented by a 2024 merger with F.A.I.T.H. Driven Planning (Leilani Marques Harwood's practice). No external private equity, parent company, or institutional investment is indicated.
Blue Sky Capital Consultants Group, Inc. firmographics
Firmographics- Name
- Blue Sky Capital Consultants Group, Inc.
- Legal name
- Blue Sky Capital Consultants Group
- Website
- https://blueskyccg.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Blue Sky Capital Consultants Group is an SEC-registered, fee-based investment advisory firm in Poway, California serving pre-retirees, retirees, business owners, and families with holistic financial planning across investments, retirement, tax, estate, and insurance.
- Ownership category
- akta.pro rank
Blue Sky Capital Consultants Group, Inc. industry classification
Industry- Product category
- Wealth Management Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Miscellaneous Financial Investment Activities (523999)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro industry
- Advisory Portfolio Management (Non-Discretionary)
Keywords
Where Blue Sky Capital Consultants Group, Inc. is headquartered
LocationHeadquarters
- HQ city
- Poway
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Blue Sky Capital Consultants Group, Inc. business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Advisory Fees: Fee-based advisory services where advisory fees are transparent and discussed upfront with clients. Advisory services offered through Blue Sky Capital Consultants Group, a registered investment adviser.
- Securities Commissions: Registered Representative offering securities and additional advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser, member FINRA/SIPC. Commissions earned on securities transactions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | No strict minimum asset requirement |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
Blue Sky Capital Consultants Group, Inc. product offering
Product offeringCore offering
Blue Sky Capital Consultants Group is a fee-based, SEC-registered investment advisory firm that delivers holistic, fiduciary financial planning and wealth management to individuals, families, and business owners. Its core offerings span cash flow planning, investment management, retirement planning, tax planning, estate planning, insurance and risk management, and corporate retirement plan consulting, all coordinated under a single client relationship. The firm also earns securities commissions by offering brokerage services through Independent Financial Group, LLC (IFG).
Product overview
Blue Sky Capital Consultants Group is a comprehensive financial planning and wealth management firm offering a unified suite of advisory services organized around core financial planning disciplines. The core service portfolio includes Cash Flow Planning, Investment Management, Retirement Planning, Tax Planning, Estate Planning, Insurance & Risk Management, and Corporate Retirement Plan Consulting. The firm also segments its offerings by client life stage, providing specialized planning services for Retirees & Pre-Retirees, Business Owners, Individuals & Families, and New Investors & Young Professionals. A Resource Center with calculators, guides, videos, and articles supports client education. The firm operates as an SEC-registered investment advisor with a multi-generational team of CFP® professionals, serving clients primarily in San Diego County while maintaining nationwide reach.
Differentiator
Problem solved
Functional benefit
Products and services
- Cash Flow Planning Establishes a monthly savings and spending plan through budgeting and the appropriate use of leverage to align timelines, debt payoff, and buffers for cost-of-living realities; foundational planning service for individuals, families, and business owners.
- Investment Management
Quantifiable outcome
- Clients maintain sustainable income throughout retirement with coordinated withdrawal strategies
- +1 more outcomes
Companies that use Blue Sky Capital Consultants Group, Inc.
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Blue Sky Capital Consultants Group, Inc. technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Blue Sky Capital Consultants Group, Inc. partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Independent Financial Group, LLC (IFG)coreSecurities and advisory services offered through Independent Financial Group, LLC (IFG), a registered investment adviser and member FINRA/SIPC. Blue Sky Capital operates as a separate registered investment adviser. Relationship allows Blue Sky to offer securities products alongside advisory services.
Scale indicators3 records
Recent moves5 records
Expansion highlights3 records
Blue Sky Capital Consultants Group, Inc. competitors and assessment
Company assessmentDirect peers
- Facet Wealth: Fee-only virtual financial planning firm pairing clients with CFP professionals for comprehensive planning, investment management, tax and estate advice — same fee-based RIA structure and holistic planning emphasis, but delivered digitally rather than via a headquarters office.
- Personal Capital / Empower Personal Strategy: Hybrid digital-plus-advisor wealth management platform combining technology-driven planning tools with dedicated CFP-led advice for HNW households; directly overlaps Blue Sky's HNW retiree and business owner segments with a tech-enabled service style.
- Brighton Jones: San Diego-based holistic wealth management firm serving HNW individuals, families and business owners with comprehensive financial planning, investment management and tax strategies — virtually identical service model, location, and target client profile to Blue Sky Capital.
Broad incumbents
- Edelman Financial Engines: Large national RIA providing fee-only investment advisory, retirement plan services and financial planning to individuals and corporate plans; overlaps directly with Blue Sky's individual advisory and corporate retirement plan consulting practices.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of affiliated advisors who deliver financial planning, retirement and investment services; indirectly competitive as it underpins a significant share of the independent RIA channel in which Blue Sky also operates.
- Northern Trust Wealth Management: Large wealth manager serving UHNW and HNW families with holistic planning, trust, estate and investment services; competes for the retiree and business-owner HNW segments where Blue Sky's holistic fiduciary model is most relevant.
- Merrill Lynch Wealth Management: Bank of America-owned full-service wealth franchise delivering financial planning, investment management and banking to mass-affluent through UHNW households; competes across all four of Blue Sky's client segments as part of a much broader institutional platform.
- Charles Schwab Wealth Advisory: Schwab's dedicated advisory service offering investment management and financial planning to retail and HNW clients; competes for the same household segment as Blue Sky but at materially greater scale, with a wider product shelf and lower-touch pricing.
Others
- XY Planning Network member firms: Network and community of fee-only financial planners serving Gen X and Millennial clients with comprehensive, often virtual planning; member firms embody the exact fee-only, full-service planning model Blue Sky offers to younger segments.
Emerging players
- Farther: Tech-forward independent RIA pairing clients with fiduciary advisors via a digital-first platform for holistic financial planning and investment management; represents an emerging digital-native model competing for the same next-generation client base Blue Sky targets.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Blue Sky Capital Consultants Group, Inc. social profiles
Digital presenceBlue Sky Capital Consultants Group, Inc. compliance and trust
Trust signalCompliance2 records
Blue Sky Capital Consultants Group, Inc. financial estimates
Financial estimateRevenue estimate
Valuation estimate
Blue Sky Capital Consultants Group, Inc. leadership team
Management profileNumber of profiles
Profiles9 records
Blue Sky Capital Consultants Group, Inc. funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Blue Sky Capital Consultants Group, Inc. M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Blue Sky Capital Consultants Group, Inc.
What does Blue Sky Capital Consultants Group, Inc. do?
Blue Sky Capital Consultants Group is a fee-based, SEC-registered investment advisory firm that delivers holistic, fiduciary financial planning and wealth management to individuals, families, and business owners. Its core offerings span cash flow planning, investment management, retirement planning, tax planning, estate planning, insurance and risk management, and corporate retirement plan consulting, all coordinated under a single client relationship. The firm also earns securities commissions by offering brokerage services through Independent Financial Group, LLC (IFG).
Is Blue Sky Capital Consultants Group, Inc. a public or private company?
Blue Sky Capital Consultants Group, Inc. is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Blue Sky Capital Consultants Group, Inc. founded?
Blue Sky Capital Consultants Group, Inc. was founded in 2008. It employs 11 to 50 people.
Where is Blue Sky Capital Consultants Group, Inc. based?
Blue Sky Capital Consultants Group, Inc. is headquartered in Poway, United States, in the North America region.
How does Blue Sky Capital Consultants Group, Inc. make money?
Two revenue lines are on record. Advisory Fees are the primary driver. The others are securities Commissions.
Who are Blue Sky Capital Consultants Group, Inc.'s main competitors?
Direct peers on record are Facet Wealth, Personal Capital / Empower Personal Strategy and Brighton Jones. Broad incumbents are Edelman Financial Engines, LPL Financial, Northern Trust Wealth Management, Merrill Lynch Wealth Management and Charles Schwab Wealth Advisory. XY Planning Network member firms is listed as an others. Farther is listed as an emerging player.
Does Blue Sky Capital Consultants Group, Inc. have an API?
No public API is recorded for Blue Sky Capital Consultants Group, Inc..
What industry is Blue Sky Capital Consultants Group, Inc. in?
Blue Sky Capital Consultants Group, Inc.'s product category is Wealth Management Advisory Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.