Blue Sky Capital Consultants Group, Inc.
- Regulatory AUM
- $306M
- Discretionary
- $306M
- Clients
- 506
- Avg AUM / client
- $605K
- Accounts
- 1,412
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 341 | $71.9M | 23.5% |
| High net worth individuals | 165 | $232M | 75.7% |
| Charitable organizations | Fewer than 5 | $2.6M | 0.85% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Larry Jerome Steckler | President And Trustee | CFP | Mar 2017 (9y) | 50% – 75% |
| Mckee, Laurie, Ann | Trustee | Mar 2017 (9y) | 50% – 75% | |
| Michelle P Lin | Vice President | CFP | Nov 2022 (4y) | 10% – 25% |
| Thomas, Peter, Eric | Chief Compliance Officer/Chief Operating Officer | Dec 2023 (3y) | Less than 5% | |
| Scott Richard Nabb | Registered representative | CFP | Feb 2024 (3y) | |
| Tyler W Goglia | Registered representative | CFP | May 2024 (2y) | |
| Leilani Harwood | Registered representative | CFP | Jan 2025 (2y) | |
| Matthew Ryan Goldberg | Registered representative | CFP | Mar 2025 (1y) | |
| Alondra Zepeda Ochoa | Registered representative | CFP | Nov 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Mckee And Steckler Family Trust | Revocable Trust Owner | Jan 2001 | A | 75% or more |
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/13/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PENSION CONSULTING FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $306M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗