Thomas Nelson
Sky-Mountain Capital Management · Ketchum, Idaho
Thomas Nelson is a fee-only financial advisor at Sky-Mountain Capital Management in Ketchum, Idaho, who holds the CFP credential. Sky-Mountain Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Sky-Mountain Capital Management |
|---|---|
| Based in | Ketchum, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $210.6M across 519 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ID, OR, WA · CRD 4880849 |
| Exams passed | Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | sky-mountaincapital.com |
How Thomas's firm compares
- Sky-Mountain Capital Management's average account is about $406,000, from its Form ADV (assets managed divided by 519 accounts).
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Questions about Thomas
Is Thomas Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Sky-Mountain Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Sky-Mountain Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Thomas Nelson based?
Thomas Nelson is based in Ketchum, Idaho.
What credentials does Thomas Nelson hold?
Thomas Nelson holds the CFP credential.
Is Thomas Nelson registered with the SEC?
Yes. Thomas Nelson is registered as an investment adviser representative in ID, OR and WA (CRD 4880849), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sky-Mountain Capital Management manage?
Sky-Mountain Capital Management reports $210.6M across 519 accounts in assets under management.
How do I contact Thomas Nelson?
Through Thomas's website, sky-mountaincapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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