CRD: 305257
Bearing Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company · Folio Investments · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-06-2019
- Office Locations
- 2
Office Locations
About Bearing Financial Advisors, LLC
Bearing Financial Advisors, LLC is an independent Texas RIA providing financial planning and investment management, with tax and estate planning support, due diligence, and consolidated account reporting. The firm works with individuals, families, and businesses, including retirement-focused planning, using a long-term, goals-based approach informed by institutional Wall Street experience. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KAREN RAYBURN BURNS
Chief Compliance Officer, President
- CRD
- #2482528
- Ownership
- Less than 5%
SCOTT DENNIS BUSSY
Financial Advisor, MANAGING DIRECTOR
- CRD
- #724174
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Andrew Peter Kerai
Chairman, Chief Compliance Officer, Managing Partner
- CRD
- #5041737
KATHRYN LYNN MORENO
Financial Advisor
- CRD
- #4892673
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,408,649 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,408,649 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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