AUMdb
BS

Blue Sky Financial, Llc

State-registered Investment Adviser CRD 164086 ·
☆ Save with Pro ADV data as of Feb 19, 2026
Regulatory AUM
Discretionary
Clients
0
Avg AUM / client
Accounts
Employees
1

Who they serve

Client typeClientsAUM% of AUM

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Frank Anthony Cardia Registered representative May 2020 (6y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/19/2026 1.33 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.

How they charge

  • Hourly charges
  • Fixed fees
  • Other fees
  • SOLICITOR/REFERRAL FEES (% OF FEE CHARGED BY 3RD-PARTY ADVISORS)

Services

  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.

View current Form ADV (SEC/IAPD) ↗