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BEARING FINANCIAL ADVISORS, LLC
BEARING FINANCIAL ADVISORS, L.L.C.
CRD 305257
9390 RESEARCH BLVD, KALEIDO BLDG I SUITE 330, AUSTIN, TX, 78759, United States
Phone
512-241-1035
Fax
512-677-7017
Registration
— (—)
Source
State registered
Total AUM
$89.4M
Discretionary AUM
$89.4M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $20.7M |
| High net worth individuals | 34 | $68.7M |
All web addresses on file
Official SEC filing: View on IAPD