RIA Intel›Advisers›Colorado›BEAR PEAK FINANCIAL, LLC

BEAR PEAK FINANCIAL, LLC

Advisory

CO

Data as of May 20, 2026 · Source: SEC Form ADV

Average account
$218K
across 20 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM
$4M
Discretionary %
0%
Clients
12
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$0
Non-Discretionary AUM$4M
Discretionary %0%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

VINEYARD CAPITAL MANAGEMENT LLC
$4M
PAULSON (JR.), THOMAS ALFRED
$4M
AXCENT PRIVATE CAPITAL, LLC
ENGLEWOOD, CO
$4M
-19.0% 1Y
H & S FINANCIAL ADVISORS INC.
$4M
THRIVE FINANCIAL MANAGEMENT LLC
$5M
HIGHLANDS ASSET MANAGEMENT, INC.
HIGHLANDS RANCH, CO
$4M

Get the full picture on BEAR PEAK FINANCIAL, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BEAR PEAK FINANCIAL, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans