BEAR Mountain Capital Inc.
SEC RegisteredAchieve Financial Clarity
About the firm
Bear Mountain Capital is an independent wealth management fiduciary dedicated to providing clients with clarity and confidence in their financial future. Through integrated financial planning, investment management, and expert guidance, they help clients build wealth while making informed decisions about life's most complex financial matters.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bear Mountain Capital offers portfolio management, financial planning, and long-term partnership services, including investment strategy, tax planning, debt management, retirement planning, and insurance planning.
Who they serve
People who are serious about working toward financial security, including those planning for retirement, growing their wealth, or trying to make sense of their finances.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 – $500,000 | 1.00% |
| $500,001 – $2,000,000 | 0.85% |
| $2,000,001 – $5,000,000 | 0.70% |
| $5,000,001 – $15,000,000 | 0.50% |
| >$15,000,000 | 0.35% |
Data as of March 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BEAR Mountain Capital Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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