AdvizorPro

Bearing Point Capital

Bearing Point Capital. CRD 332023

Bearing Point Capital logo

CRD: 332023

Bearing Point Capital

Richfield, MN, 55423
9528006301
www.bearingpointcap.com
$1.1B Total AUM
$1.1B Disc. AUM
-- 3Y CAGR
7 Employees
236 ADV. Clients
1 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Raymond James ยท Trade-PMR
Clients
Retail and Institutional
Platforms
Quantum
Established Date
08-01-2024
Office Locations
3

Office Locations

2 Meridian Crossings Suite 320 Richfield MN
3800 American Blvd. West Suite 935 Bloomington MN
-- Village OF Golf FL

About Bearing Point Capital

Bearing Point Capital LLC is an SEC-registered RIA in Bloomington, MN serving families and individuals, business owners, corporate executives, healthcare professionals, family offices, and endowments/foundations. The firm provides financial, retirement and education planning, estate and charitable strategies, risk management, and investment management, with portfolios often implemented via ETFs and fixed income. Affiliated with Raymond James for client access/custody.

Team overview

56 AVG AGE
$277.9M AVG AUM / ADVISOR
$4.7M AVG AUM / CLIENT
1.5 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age

Insights

Premium access reveals conviction themes in eagle atlas quantum.
Full visibility includes strategy notes for oak pathway.
Upgrade to reveal position-level detail across eagle atlas.
See the complete signal summary connected to optima.
Upgrade to reveal position-level detail across north crest.
Open the full profile to inspect shifts in focus unison.
Unlock to compare peer behavior around optima vector.
Full visibility includes strategy notes for catalyst atlas focus.

Asset Classes

Wave harbor Fusion vital Radial oak Focus Vital

Client Personas

Optima Matrix Atlas

CRM

Crest frontier

Custodian

Fusion Zenith atlas Fusion vertex North value Frontier Wave

Investment Themes

Vertex vertex Unison

Investment Vehicles

Vertex Quantum

Platform

Atlas

Services

Prime pathway Capital ridge Quantum beacon Vertex Pioneer north Signal Glacier Oak Pioneer

Technology

Radial

Owner & Executives

THOMAS MATTHEW HAWLEY

THOMAS MATTHEW HAWLEY

Chief Investment Officer, Co-founder, Partner

CRD
#4226875
Ownership
25% but less than 50%
(636) 221-8085
insight.frontier@frontiercapital.com
in linkedin.com/in/prime-oak
GREGG RICHARD HUBERTY

GREGG RICHARD HUBERTY

Co-founder, Partner

CRD
#4619936
Ownership
25% but less than 50%
(719) 225-7300
harbor.momentum@quantumcapital.com
in linkedin.com/in/momentum-horizon
E

Ember optima

Catalyst insight

CRD
#21029
Ownership
24.5%
(301) 721-9750
glacier.focus@ridgecapital.com
in linkedin.com/in/focus-wave

Showing 2 of 4 owners & executives

Unlock all

Contacts

DOUGLAS MERLE DIRKS

DOUGLAS MERLE DIRKS

Financial Advisor

CRD
#4068542
(880) 262-4126
bridge.element@matrixcapital.com
in linkedin.com/in/optima-delta
S

SPENCER LUNT GOLDSMITH

--

CRD
#4462848
(541) 200-2118
horizon.crest@summitcapital.com
in linkedin.com/in/quantum-crest
U

Unison capital

Vital momentum wave

CRD
#26471
(346) 406-4505
eagle.quantum@embercapital.com
in linkedin.com/in/foundation-harbor

Showing 2 of 7 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-29-2024
03-26-2025
04-27-2026
Category Assets AVG. Account size
Discretionary $1,111,491,574 $1,240,504
Non-Discretionary $0 --
Total $1,111,491,574 $1,240,504

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $1,111,491,574

$1.1B Total SMA
Equity - Exchange:
8.3%
Municipal Bonds:
19.1%
Equity - OTC:
5.6%
Cash:
20.8%
Public Funds:
11.1%
Corporate - Investment Grade:
13.1%
U.S. Government/Agency:
4.5%
Other:
17.5%
Asset class Assets Assets %
Equity - Exchange $317,776,305 8.3%
Municipal Bonds $731,268,365 19.1%
Equity - OTC $214,403,290 5.6%
Cash $796,355,078 20.8%
Public Funds $424,977,950 11.1%
Corporate - Investment Grade $501,550,554 13.1%
U.S. Government/Agency $172,288,358 4.5%
Other $670,010,281 17.5%
Total $3,828,630,181 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
SIGNAL SIGNAL OPTIMA VALUE IQJIADKW0 SRT 10.31% $44,686,578
BEACON EMBER UNISON EMBER 1SRGBG9EN LFTJE 10.17% $95,648,448
BEACON VALUE FUSION CATALYST RGRBKC3K3 BSINL 9.81% $92,278,959
FRONTIER PATHWAY FRONTIER MATRIX HG2YK5F17 BVNTT 2.46% $48,206,025
ALPHA HARBOR FOCUS HARBOR BEACON EHJE1ZQCQ BQQB 4.84% $58,029,881
ELEMENT MOMENTUM SUMMIT OAK GLACIER 4C4AEWUWS UTJ 11.75% $42,920,813
BRIDGE SUMMIT VALUE TIMBER RXWYZBWD0 ZGO 2.14% $98,790,863
BEACON FRONTIER UNISON CAPITAL CATALYST PEGWL1NEH UTVGH 6.89% $71,173,475

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform