|
⚲
|
| Keyboard |
| Blue Bear Financial LLC
✚
|
|
|---|---|
| CRD # | 331226 |
| SEC # | 801-134923 |
| CIK # | |
| AUM | 147.4 M (2026-06-10) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 843-654-1377 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 23.9 |
| (b) Individuals (high net worth individuals) | 91 | 123.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 554 | 147.4 |
| By Discretionary | ||
| Discretionary | 542 | 143.7 |
| Non-Discretionary | 12 | 3.7 |
| Total | 554 | 147.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.0 | |
| United States Persons | 145.3 | |
| Total | 554 | 147.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fairfax Global Investment Management LLC
✚
|
147.7 M | |
|
Plan2Thrive Financial LLC
✚
|
IA | 147.5 M |
|
Stembrook Asset Management LLC
✚
|
NJ | 147.5 M |
|
Peachcap Tax & Advisory LLC
✚
|
GA | 147.5 M |
|
Chelsea Advisory Services Inc
✚
|
NY | 147.4 M |
|
Horizon Wealth Investment Solutions LLC
✚
|
CO | 147.2 M |
|
Cross Border Financial Planning USA LLC
✚
|
PA | 147.2 M |
|
Entelevest LLC
✚
|
FL | 147.0 M |
|
Orion Global Advisors US Inc
✚
|
147.0 M | |
|
Heritage Capital LLC
✚
|
CT | 146.9 M |