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Blue Bear Financial, LLC

● SEC registered since 2025CRD 331226SEC# 801-134923
Export (members)
Reg. AUM
$141.9M
Employees
2
Accounts
529
Location
—

Blue Bear Financial, LLC assets under management

Blue Bear Financial, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $141.9 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/blue-bear-financialView on SEC.gov ↗

Blue Bear Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Anthony Kinzie ControlPresident And Chief Compliance OfficerOver 75%2024

Frequently asked questions

How much does Blue Bear Financial, LLC manage?

Blue Bear Financial, LLC reports $141.9 million in regulatory assets under management on its Form ADV.

How many employees does Blue Bear Financial, LLC have?

Blue Bear Financial, LLC reports 2 employees.

Does Blue Bear Financial, LLC disclose fund performance?

Blue Bear Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone843-654-1377
Office hours8:30a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$141.9M
Non-discretionary$0
Total (RAUM)$141.9M