Joshua T. Horton

BIG SKY WEALTH ADVISORS

Great Falls, MT 59401

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CRD#: 6187019

Professional summary

Joshua Thomas Horton, who also goes by Joshua Horton, is a registered financial advisor currently at BIG SKY WEALTH ADVISORS, LLC located in Great Falls, Montana.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Joshua has worked at 3 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joshua Horton

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 07/2025: Business Valuation and Consulting Services, Inc.; not investment related; Great Falls, MT; Business Valuation services for businesses.; Owner; less than 10 hours per month during securities trading hours; 10-15 hours per month outside of securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Thomas Horton's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 3, 2022 - Present

BIG SKY WEALTH ADVISORS, LLC

Office #1: 812 14th Street N, Great Falls, MT 59401

RIA

CRD#: 321272

Great Falls, MT

Past

September 29, 2022 - June 12, 2023

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

Great Falls, MT

Past

July 29, 2013 - October 20, 2022

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

GREAT FALLS, MT

Past

June 11, 2013 - October 13, 2022

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

GREAT FALLS, MT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BIG SKY WEALTH ADVISORS, LLC

CRD#: 321272 / SEC#: 801-130247

RIA

Registered Investment Advisory firm - (5/10/2024 Approved)

Montana

Registered Investment Advisory firm - (5/20/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Montana
(10/3/2022)

IAR

Texas
(9/19/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2013

Uniform Combined State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/10/2013

General Securities Representative Examination

Current Firm

BIG SKY WEALTH ADVISORS, LLC

CRD#: 321272 / SEC#: 801-130247

RIA

Registered Investment Advisory firm - (5/10/2024 Approved)

Montana

Registered Investment Advisory firm - (5/20/2024 Terminated)

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Contact information

Main Address

812 14th Street N, Great Falls, MT 59401

Mailing Address

Post Office Box 1626, Great Falls, MT 59403

Phone number

(406) 315-2627

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BIG SKY 2A BROCHURE (9/4/2025)

Regulatory assets under management

Total Number of Accounts	537
AUM (Assets Under Management)	$ 121,445,342

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Joshua T. Horton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Thomas Horton's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVER OAK SECURITIES, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Primary Firm SEC Registration

BIG SKY WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2013

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 6/10/2013

Current Firm

BIG SKY WEALTH ADVISORS, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BIG SKY WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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