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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-28-2024
- Office Locations
- 2
Office Locations
About Blue Bear Financial, LLC
Blue Bear Financial, LLC is a Mt. Pleasant-based RIA with 2 offices. The firm has been operating for 2 years. Managing $147.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Principal.
Reported data analysis
What the numbers show
Between November 10, 2025 and June 10, 2026, reported AUM increased 3.8%, from $141.9M to $147.4M.
Of the latest reported AUM, 97.5% is discretionary and 2.5% is non-discretionary.
The firm reports 3 advisory representatives and 163 clients, or 54.3 clients per representative. That equates to $904.1K in reported AUM per client.
The profile lists 2 reported office locations and 2 years in operation. The source data was last updated on June 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
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- Platform
- Services
- Technology
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Owner & Executives
ANTHONY KINZIE
Chief Compliance Officer, President
- CRD
- #6688689
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PRISCILLA N. GILBERT
Sr. Financial Advisor
- CRD
- #4185541
Robert Scott Kubiszyn
Advisor
- CRD
- #8240519
Showing 2 of 3 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Blue Bear Financial, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.