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Top 4 financial advisor firms in Ketchum

4 SEC-registered financial advisor firms are headquartered in Ketchum, ID, with $929M in combined regulatory assets under management. The largest by assets are American Capital Advisory ($334M), Pacific Peak Advisors ($224M) and Sky-Mountain Capital Management ($211M).

4
Financial advisor firms
$929M
Their combined AUM
$217M
Median firm AUM
771
Clients of the top 4

The 4 largest by assets

  1. 1
    American Capital Advisory

    RIA

    $334M

  2. 2
    Pacific Peak Advisors

    RIA

    $224M

  3. 3
    Sky-Mountain Capital Management

    RIA

    $211M

  4. 4
    Hazlett Wealth Management

    RIA

    $160M

Profiles of the top 4

No. 1 · RIA

American Capital Advisory

American Capital Advisory is an investment adviser based in Ketchum, ID, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $334 million, as filed on 31 March 2026.

American Capital Advisory charges 0.50%–1.00% a year for its Asset Management.

Regulatory AUM
$334M
Clients
384
Advisory staff
7
Founded
2006
Fee schedule
0.50% to 1.00% a year
Minimum account
$250,000
Custodians
Charles Schwab
Headquarters
500 North Washington, Suite 202, Ketchum, ID 83340
Phone
208-710-8669
Website
investaca.com

No. 2 · RIA

Pacific Peak Advisors

Pacific Peak Advisors is an investment adviser based in Ketchum, ID, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $224 million, as filed on 4 June 2026.

Pacific Peak Advisors charges up to 1.00% a year for its Investment Management Fees and Compensation.

Regulatory AUM
$224M
Clients
186
Advisory staff
2
Fee schedule
Up to 1.00% a year
Custodians
Fidelity
Headquarters
120 2nd Avenue, Suite 108, Ketchum, ID 83340
Phone
949-737-2626
Website
pacificpeakadvisors.com

No. 3 · RIA

Sky-Mountain Capital Management

Sky-Mountain Capital Management is an investment adviser based in Ketchum, ID, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $211 million, as filed on 26 February 2026.

Sky-Mountain Capital Management charges 0.50%–1.00% a year for its Investment Management.

Regulatory AUM
$211M
Clients
141
Advisory staff
1
Founded
2021
Fee schedule
0.50% to 1.00% a year
Custodians
Fidelity
Headquarters
251 Northwood Way, Suite H, Ketchum, ID 83340
Phone
208-471-4261
Website
sky-mountaincapital.com

No. 4 · RIA

Hazlett Wealth Management

Hazlett Wealth Management is an investment adviser based in Ketchum, ID, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $160 million, as filed on 29 May 2026.

Hazlett Wealth Management charges 1.00% a year for its Portfolio Management Fees.

Regulatory AUM
$160M
Clients
60
Advisory staff
1
Fee schedule
1.00% to 1.00% a year
Minimum account
$3,000,000
Headquarters
675 Sun Valley Road, Suites J1 + J2, Ketchum, ID 83340
Phone
208-726-0605
Website
hazlettwealthmanagement.com

Questions about financial advisors in Ketchum

How many financial advisor firms are headquartered in Ketchum?

4 SEC-registered financial advisor firms report their principal office in Ketchum, ID, managing $929M in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Ketchum?

American Capital Advisory, with $334M in regulatory assets under management on its latest Form ADV. The next largest are Pacific Peak Advisors ($224M) and Sky-Mountain Capital Management ($211M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Ketchum?

The median firm manages $217M in regulatory assets. That is the midpoint of the 4 firms headquartered in Ketchum.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Ketchum charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.00% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Ketchum?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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