Bear Peak Financial, LLC

Overview

Bear Peak Financial, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm serves individuals and families and provides financial planning, portfolio management for individuals and small businesses, and manager selection services. Its advisory fees are charged as a percentage of assets under management and on an hourly basis. The firm identifies as a capital allocator, but it does not report active ESG investing or multi-state advisory activity. The firm operates on a largely non-discretionary basis; its reported non-discretionary assets match its total AUM. The single-owner structure and modest asset base point to a small, client-focused practice rather than a multi-advisor or institutional platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices