RIA Intel›Advisers›Texas›BEARING FINANCIAL ADVISORS, L.L.C.

BEARING FINANCIAL ADVISORS, L.L.C.

Advisory

AUSTIN, TX

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in TX

#1,486

of 2,813 advisers by AUM

Average account

$260K

across 344 accounts

AUM per adviser

$30M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$89M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$89M

Discretionary AUM$89M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients133

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

133 clients

34 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

EVANS, MICHAEL WAYNE

$89M

SPEIGHT ASSET MANAGEMENT, LLC

$89M

MLDL HOLDINGS LLC

THE WOODLANDS, TX

$90M

LEBAIR FINANCIAL SERVICES, INC.

$90M

FRESHFIELD CAPITAL, LLC

$90M

STEVEN AYERS & COMPANY

$89M

Get the full picture on BEARING FINANCIAL ADVISORS, L.L.C.

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

Create a free account →See plans