Big Sky Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Big Sky Wealth Advisors reports 207 clients. They include 181 individual clients, 20 high-net-worth individuals, and 4 corporations and other businesses. Of its assets, 100.0% ($135M across 570 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 49% |
| High-net-worth individuals | 10% | 48% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 1% |
| Corporations and other businesses | 2% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 181 | $65.7M | 48.8% | $363K |
| High-net-worth individuals | 20 | $65.2M | 48.4% | $3.26M |
| Pension and profit-sharing plans | Fewer than 5 | $138K | 0.1% | $138K |
| Charitable organizations | Fewer than 5 | $1.41M | 1.0% | $1.41M |
| Corporations and other businesses | Fewer than 5 | $2.21M | 1.6% | $552K |
| Total | 207 | $135M | 100% | — |
- Clients
- 181
- Regulatory AUM
- $65.7M
- AUM share
- 48.8%
- Avg. per client
- $363K
- Clients
- 20
- Regulatory AUM
- $65.2M
- AUM share
- 48.4%
- Avg. per client
- $3.26M
- Clients
- Fewer than 5
- Regulatory AUM
- $138K
- AUM share
- 0.1%
- Avg. per client
- $138K
- Clients
- Fewer than 5
- Regulatory AUM
- $1.41M
- AUM share
- 1.0%
- Avg. per client
- $1.41M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.21M
- AUM share
- 1.6%
- Avg. per client
- $552K
Total
- Clients
- 207
- Regulatory AUM
- $135M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Big Sky Wealth Advisors charges 0.45%–1.50% a year for its Investment Management Fee. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial planning is a fixed fee of $5,000 initial and $3,000 a year renewal (Building Wealth) or $7,500 initial and $4,000 a year renewal (Protecting Wealth), or hourly at $150 to $350 an hour by advisor.
- Retirement Plan Advisory Services
- The plan sponsor advisory fee is negotiated and does not exceed 0.75% annually.
Joshua Horton owns 75% or more of Big Sky Wealth Advisors. It has 2 employees.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- Owns 75% or more of Big Sky Wealth Advisors, LLC
Joshua Horton
Control person · since September 2022
Big Sky Wealth Advisors’ regulatory assets grew 1.5× from $87.3M (June 2023) to $135M (June 2026); clients rose from 162 to 207 and employees fell from 3 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $135M | 207 | 2 | 1 |
| Jan 2025January 2025 | $121M | 186 | 2 | 1 |
| Jul 2024July 2024 | $108M | 184 | 3 | 1 |
| Jun 2023June 2023 | $87.3M | 162 | 3 | 1 |
Besides its headquarters, Big Sky Wealth Advisors has 0 offices, with 1 listed address in 1 state.
Montana · 1 listed address
- 812 14th Street N, Great FallsHQ
Contact and registration details
- Legal name
- Big Sky Wealth Advisors, LLC
- Headquarters
- 812 14th Street N, Great Falls, MT 59401
- Website
- bigskywealthadvisors.com
- Phone
- 406-315-2627
- SEC file
- 801-130247
- Structure
- Montana LLC
- Fiscal year end
- December
Big Sky Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($131M). Big Sky Wealth Advisors has custody of $37.3M for 86 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $131M100%
At year end, Big Sky Wealth Advisors’ separately managed accounts were mostly in funds (67%) and stocks (19%).
What the accounts hold
- Stocks19%
- Funds67%
- Registered funds62%
- Pooled vehicles5%
- Bonds12%
- State and local bonds6%
- Investment grade corporate bonds5%
- U.S. government and agency bonds1%
- Cash1%
- Other1%
- Variable annuities1%
How many clients does Big Sky Wealth Advisors have?
Big Sky Wealth Advisors has 207 clients and manages $135 million for them, as of June 2026. They include 181 individual clients, 20 high-net-worth individuals, and 4 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 June 2026
What services does Big Sky Wealth Advisors offer?
Big Sky Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Big Sky Wealth Advisors charge?
Big Sky Wealth Advisors charges 0.45%–1.50% a year for its Investment Management Fee. The fee is billed in arrears and is negotiable.
Source: 2A BROCHURE, filed 5 March 2026
Which custodians does Big Sky Wealth Advisors use?
Big Sky Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $131M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 June 2026
How many financial advisors does Big Sky Wealth Advisors have?
Big Sky Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Big Sky Wealth Advisors invest in?
At the end of its last fiscal year, Big Sky Wealth Advisors’ separately managed accounts held 62% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 6% state and local bonds, 5% investment grade corporate bonds, 5% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Big Sky Wealth Advisors?
Big Sky Wealth Advisors’ direct owner is Joshua Horton (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 June 2026
How does Big Sky Wealth Advisors get paid?
Big Sky Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Big Sky Wealth Advisors?
Big Sky Wealth Advisors’ main office is at 812 14th Street N, Great Falls, MT 59401. Its phone number is 406-315-2627. Its website is bigskywealthadvisors.com.
