Blue Bear Financial, LLC
● SEC registered since 2025CRD 331226SEC# 801-134923
Reg. AUM
$147.4M
Employees
6
Accounts
554
Location
—
Blue Bear Financial, LLC assets under management
Blue Bear Financial, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $147.4 million in regulatory assets under management and employs 6 people.
Blue Bear Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Kinzie Control | President And Chief Compliance Officer | Over 75% | 2024 |
Frequently asked questions
How much does Blue Bear Financial, LLC manage?
Blue Bear Financial, LLC reports $147.4 million in regulatory assets under management on its Form ADV.
How many employees does Blue Bear Financial, LLC have?
Blue Bear Financial, LLC reports 6 employees.
Does Blue Bear Financial, LLC disclose fund performance?
Blue Bear Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 843-654-1377 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$147.4M▲ 4%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$147.4Mregulatory AUM
Discretionary $143.7MNon-discretionary $3.7M