SKY-MOUNTAIN CAPITAL MANAGEMENT

Legal name: SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.

CRD 312915File 801-120497

APPROVED

Retail clients

Filing as of Feb 26, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$210.6M

Below cohort median (national)

Discretionary AUM

$207.2M

Non-discretionary $3.4M

Clients

141

519 accounts

Employees

Bottom 25% of cohort in ID

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Mar 11, 2021
Principal office: 251 NORTHWOOD WAY, SUITE H, KETCHUM, ID, 83340
Phone: 208-471-4261
Website: https://sky-mountaincapital.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $210.6M
Discretionary AUM: $207.2M
Non-discretionary AUM: $3.4M
Discretionary accounts: 505
Non-discretionary accounts: 14
Total accounts: 519
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	54	$152.1M
Individuals (other than high net worth individuals)	87	$58.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Mar 1, 2026	Clients	138	141	increased by3
Mar 1, 2026	AUM	$188,839,159	$210,568,182	increased by$21,729,023
Mar 1, 2026	Accounts	517	519	increased by2
May 1, 2025 vs Oct 1, 2022	Clients	122	138	increased by16
May 1, 2025 vs Oct 1, 2022	AUM	$131,597,000	$188,839,159	increased by$57,242,159
May 1, 2025 vs Oct 1, 2022	Accounts	450	517	increased by67
Apr 1, 2022	Clients	100	122	increased by22
Apr 1, 2022	AUM	$105,700,000	$131,597,000	increased by$25,897,000
Apr 1, 2022	Accounts	329	450	increased by121
Aug 1, 2021	Registration	APPROVED-120	APPROVED
Aug 1, 2021	Employees	1	2	increased by1
Aug 1, 2021	Clients	0	100	increased by100
Aug 1, 2021	AUM	$0	$105,700,000	increased by$105,700,000
Aug 1, 2021	Accounts	0	329	increased by329
Apr 1, 2021	Registration	—	APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SKY-MOUNTAIN CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SKY-MOUNTAIN CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.