Blue Bear Financial, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 24, 2026, reports $147M in regulatory assets under management, 6 employees, 1 office, and 554 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.8% of total clients.
Top client categories% of clientsClients
1
HNWI
55.8%
91
2
Individuals
44.2%
72
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of April 24, 2026
Discretionary97.5%
$144M
97% of total RAUM97.5%
Non-discretionary2.5%
$4M
3% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$147M
Total Accounts554
10Y AUM Change+$147M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee27:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.