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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BIG SKY WEALTH ADVISORS, LLC

CRD 321272

GREAT FALLS, MT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:73da9164-d94a-4ff5-86d5-88c66dbb8a7a

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 3
On other graphs: 0
Observed: Aug 22, 2022 to Jun 10, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $135MItem 5.F on the latest filing (2026-06-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $135M
Private client RAUM: $131MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $67.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 570
Individual clients: 181
High net worth clients: 20
Custody, client assets: $37.3M
SEC number: 801-130247
CRD: 321272
Filings on the tape: 22
First filed: Aug 22, 2022
Latest filed: Jun 10, 2026
Organised: Limited Liability Company, MT
Website: bigskywealthadvisors.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSHUA THOMAS HORTON	n/a	GREAT FALLS, MT	3	13	1	no
Ryan James Swain	n/a	GREAT FALLS, MT	2	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HORTON, JOSHUA, THOMAS	FOUNDER & CCO	E	yes	09/2022	Sep 29, 2022	Sep 19, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 5, 2026	$135M	$135M	2	2	n/a	n/a
2024	Jan 24, 2025	$121M	$121M	2	2	n/a	n/a
2022	Mar 27, 2023	$87.3M	$87.3M	3	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$135M	$121M	10.9%	$87.3M	15.5%	2	2	0	0

Relationships

Registered with (2)

← Ryan James SwainAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← JOSHUA THOMAS HORTONAdvisorregistration: current employment
Oct 3, 2022 to presentfactForm ADV

Controls (1)

← HORTON, JOSHUA, THOMASOwnerFOUNDER & CCO, ownership code E, individual
Sep 29, 2022 to Sep 19, 2024factForm ADV

Dated events

Occurred
Sep 29, 2022
Control person left
Joy Rachael Clark (Owner) no longer on Schedule A of Big Sky Wealth Advisors, Llc (listed 2022-09-22, absent 2022-09-29)
Form ADVobserved 5 days ago
Occurred
Sep 29, 2022
Control person joined
Thomas Joshua Horton (Owner And Cco) appeared on Schedule A of Big Sky Wealth Advisors, Llc
Form ADVobserved 5 days ago
Occurred
Aug 22, 2022
First Form ADV filing
Big Sky Wealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:73da9164-d94a-4ff5-86d5-88c66dbb8a7a
First observed: Aug 22, 2022
Last observed: Jun 10, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BIG SKY WEALTH ADVISORS, LLC

CRD 321272

GREAT FALLS, MT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:73da9164-d94a-4ff5-86d5-88c66dbb8a7a

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSHUA THOMAS HORTON

n/a

GREAT FALLS, MT

Ryan James Swain

n/a

GREAT FALLS, MT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HORTON, JOSHUA, THOMAS

FOUNDER & CCO

yes

09/2022

Sep 29, 2022

Sep 19, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 5, 2026

$135M

n/a

2024

Jan 24, 2025

$121M

n/a

2022

Mar 27, 2023

$87.3M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$135M

$121M

10.9%

$87.3M

15.5%