$375.0M Total AUM
$375.0M Disc. AUM
8.8% 3Y CAGR
6 Employees
234 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- BeaconPeak fusion +more
- Established Date
- 08-27-2009
- Office Locations
- 3
Office Locations
1455 NW Leary WAY, STE 400 Seattle WA
1700 7TH AVE Suite 1620 Seattle WA
320 Dayton Street Suite 108 Edmonds WA
About Bear Mountain Capital Inc.
Bear Mountain Capital is a Seattle-based independent fiduciary wealth manager providing integrated financial planning and discretionary investment management. The team builds disciplined, goal-aligned portfolios for individuals and families seeking long-term financial clarity, coordinating with trusted specialists (including estate planning) as needs evolve. Custody commonly via Schwab and Fidelity.
Team overview
38 AVG AGE
$75.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
5.9 yrs AVG TENURE
6 Employees
5 Advisory Reps
6 RIA Reps
16yrs Firm Age
Insights
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Accredited Investors
Matrix
Asset Classes
Zenith Vertex Legacy zenith Optima prime North vertex Insight peak Pathway frontier Fusion
Client Personas
Wave frontier Quantum
CRM
Crest horizon
Custodian
Glacier legacy Signal Legacy focus Zenith optima Bridge pathway
Investment Themes
Ridge Wave harbor Unison Momentum Pathway Capital
Investment Vehicles
Crest prime Ember North
Platform
Quantum insight Foundation
Services
Bridge Ridge Fusion Radial quantum Crest Peak Frontier alpha Timber Bridge Bridge
Technology
Atlas Pioneer Legacy quantum
Owner & Executives
JOEY LESLIE DAY
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #2929289
- Ownership
- 75% or more
(791) 489-3611
bridge.signal@capitalcapital.com
in linkedin.com/in/beacon-matrix
LUKE COLLOVA
Advisor, DIRECTOR OF ADVISORY SERVICES
- CRD
- #6144078
- Ownership
- 10% but less than 25%
(958) 549-8238
fusion.wave@pioneercapital.com
in linkedin.com/in/vertex-alpha
L
Legacy atlas
Horizon momentum
- CRD
- #76241
- Ownership
- 34.9%
(344) 963-8410
optima.focus@capitalcapital.com
in linkedin.com/in/north-unison
Showing 2 of 3 owners & executives
Unlock allContacts
B
Brian Alan Dawson
Wealth Manager
- CRD
- #8030326
(718) 973-9907
fusion.pioneer@vertexcapital.com
in linkedin.com/in/vital-alpha
R
RYAN GREENWAY
CPA
- CRD
- #6408158
(678) 403-6530
matrix.harbor@deltacapital.com
in linkedin.com/in/radial-ridge
N
North foundation
Harbor optima
- CRD
- #24160
(329) 577-6290
atlas.eagle@ridgecapital.com
in linkedin.com/in/focus-matrix
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $374,999,426 | $383,827 |
| Non-Discretionary | $0 | -- |
| Total | $374,999,426 | $383,827 |
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Separately Managed Accounts
Total SMA Asset: $361,500,428
Public Funds:
14.1% Cash:
20.7% Private Funds:
11.9% Equity - Exchange:
8.2% Equity - OTC:
13.0% Municipal Bonds:
32.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $508,637,200 | 14.1% |
| Cash | $746,722,697 | 20.7% |
| Private Funds | $429,275,367 | 11.9% |
| Equity - Exchange | $295,803,194 | 8.2% |
| Equity - OTC | $468,956,283 | 13.0% |
| Municipal Bonds | $1,157,961,285 | 32.1% |
| Total | $3,607,356,026 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE HORIZON | NORTH MOMENTUM | RC6ZFH64I | UXYGZ | 1.53% | $59,122,664 |
| VECTOR ELEMENT | NORTH PEAK | VETB9P4H0 | RIWFF | 4.52% | $39,217,695 |
| FOCUS TIMBER UNISON | WAVE MERIDIAN | 9VRLQW99C | LFUS | 2.96% | $79,231,340 |
| VITAL HARBOR MOMENTUM | OAK ATLAS | UM53KLF80 | NAF | 1.02% | $111,268,661 |
| ATLAS DELTA | MATRIX PRIME | GBMUO1OIP | HOB | 7.51% | $51,822,384 |
| RIDGE PATHWAY MERIDIAN | MATRIX DELTA | 5O603NGVI | AXW | 9.78% | $59,464,452 |
| MOMENTUM HARBOR TIMBER | VECTOR WAVE | CPXBXH9NJ | OEL | 0.93% | $12,178,478 |
| GLACIER WAVE | SIGNAL ALPHA | 5VXHTQZE2 | XUTV | 11.85% | $99,288,013 |