BEARING POINT CAPITAL
SEC RegisteredServing you. Well.
About the firm
Bearing Point Capital LLC is an SEC registered investment adviser based in Richfield, MN. The firm aims to earn the trust of clients and their families through sound advice and honest conversations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management and investment management, with tailored financial planning and advice for individuals, business owners, corporate executives, endowments, foundations, family offices, and healthcare professionals.
Who they serve
Families and individuals, business owners and entrepreneurs, corporate executives, endowments and foundations, family offices, and healthcare professionals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 134 | $86M |
| High Net Worth Individuals | 95 | $1.0B |
| Investment Companies | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of April 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BEARING POINT CAPITAL 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.