Blue Bear Financial, LLC

RIASEC RegisteredEst. 2025

Total AUM

$147M

Discretionary

$144M

97% of AUM

Avg account

$266K

Accounts

554

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 331226
Registered since: December 11, 2025
Website: www.bluebearfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI83.77%
Individuals16.23%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blue Bear Financial, LLC is structured as an independent registered investment adviser operating as an LLC. The firm completed SEC registration in 2025 and is owned by an individual. Its client focus is on individuals and families, and it presents itself as a capital allocator that can place client capital with third‑party managers. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly, fixed and other fee options. The firm's advisory services list financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers as part of its offering. Blue Bear does not identify as an active ESG investor.