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BEAR MOUNTAIN CAPITAL INC.
CRD 151151File 801-113478
APPROVED
Retail clients
Custody
Filing as of Mar 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$375.0M
Below cohort median (national)
Discretionary AUM
$375.0M
Clients
234
977 accounts
Employees
6
Above cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 21, 2018
- Principal office
- 1700 7TH AVE, SUITE 1620, SEATTLE, WA, 98101
- Phone
- 206-420-3713
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $375.0M
- Discretionary AUM
- $375.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 977
- Non-discretionary accounts
- 0
- Total accounts
- 977
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $474K |
| High net worth individuals | 91 | $295.7M |
| Pooled investment vehicles | 1 | $13.5M |
| Individuals (other than high net worth individuals) | 141 | $65.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 8 | 6 | decreased by2 |
| Mar 1, 2026 | Clients | 215 | 234 | increased by19 |
| Mar 1, 2026 | AUM | $309,736,038 | $374,999,426 | increased by$65,263,388 |
| Mar 1, 2026 | Accounts | 921 | 977 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 8 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 228 | 215 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $281,263,438 | $309,736,038 | increased by$28,472,600 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 948 | 921 | decreased by27 |
| Apr 1, 2022 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2022 | Clients | 200 | 228 | increased by28 |
| Apr 1, 2022 | AUM | $223,747,895 | $281,263,438 | increased by$57,515,543 |
| Apr 1, 2022 | Accounts | 675 | 948 | increased by273 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEAR MOUNTAIN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEAR MOUNTAIN” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.