Blue Bear Financial, LLC
Blue Bear Financial, LLC is an SEC-registered mass-market adviser with $147.4M assets under management (AUM, regulatory AUM), +420% over one year. See who owns Blue Bear Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 331226, SEC 801-134923, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $147.4M (2026-06-10)
- Firm type
- Mass-Market Adviser
- Employees
- 6
- Clients
- 163
- CRD
- 331226
- Ownership
- KINZIE, ANTHONY
How much AUM does Blue Bear Financial, LLC have?
Blue Bear Financial, LLC reported $147.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Blue Bear Financial, LLC?
Disclosed owners and executives of Blue Bear Financial, LLC include KINZIE, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.