Blue Bear Financial, LLC

RIASEC & State Registered

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 an independent registered investment adviser formed as an LLC and registered with the SEC in 2025. The firm is individually owned and positions itself as a capital allocator for private clients, focusing on financial planning and discretionary portfolio management for individuals and small businesses. Its advisory services include financial planning, portfolio management, pension consulting services, and the selection of other advisers, and it bills clients via percentage-of-AUM arrangements as well as hourly, fixed, and other fee structures. The firm does not identify as an active ESG investor.