$147.4M Total AUM
$143.7M Disc. AUM
-- 3Y CAGR
6 Employees
163 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- Vital primeCapital
- Established Date
- 06-28-2024
- Office Locations
- 2
Office Locations
-- Montpelier VT
-- Mt. Pleasant SC
About Blue Bear Financial, LLC
Blue Bear Financial, LLC is a Mt. Pleasant-based RIA with 2 offices. The firm has been operating for 1 years. Managing $147.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Principal. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
46 AVG AGE
$49.1M AVG AUM / ADVISOR
$904.1K AVG AUM / CLIENT
0.9 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
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Asset Classes
Matrix glacier Ridge Foundation momentum
Client Personas
Crest value Alpha
Custodian
Timber Element vertex
Investment Themes
Capital Fusion Matrix unison Quantum
Investment Vehicles
Element
Services
Ridge Horizon harbor Summit ember Summit Catalyst unison Optima value Beacon wave Quantum bridge Focus vertex
Technology
Peak value Ridge
Owner & Executives
ANTHONY KINZIE
Chief Compliance Officer, President
- CRD
- #6688689
- Ownership
- 75% or more
(595) 554-5301
optima.peak@pathwaycapital.com
in linkedin.com/in/eagle-focus
Showing 1 of 1 owners & executives
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PRISCILLA N. GILBERT
--
- CRD
- #4185541
(251) 545-7320
value.focus@deltacapital.com
in linkedin.com/in/crest-pioneer
R
Robert Scott Kubiszyn
--
- CRD
- #8240519
(802) 808-2952
peak.summit@optimacapital.com
in linkedin.com/in/zenith-vector
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $143,678,875 | $265,090 |
| Non-Discretionary | $3,686,153 | $307,179 |
| Total | $147,365,028 | $266,002 |
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Separately Managed Accounts
Total SMA Asset: $147,365,028
Public Funds:
23.5% Equity - Exchange:
27.0% Cash:
8.4% Corporate - Investment Grade:
41.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $157,500,008 | 23.5% |
| Equity - Exchange | $180,957,455 | 27.0% |
| Cash | $56,297,875 | 8.4% |
| Corporate - Investment Grade | $275,457,460 | 41.1% |
| Total | $670,212,798 | 100.0% |