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BEAR MOUNTAIN CAPITAL INC.
CRD 151151 · SEC 801-113478
1700 7TH AVE, SUITE 1620, SEATTLE, WA, 98101, United States
Phone
206-420-3713
Fax
206-420-8292
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$375.0M
Discretionary AUM
$375.0M
Team
6 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $65.3M |
| High net worth individuals | 91 | $295.7M |
| Pooled investment vehicles | 1 | $13.5M |
| Corporations/business entities | 1 | $474K |
States served
CA, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD