{
  "crd_number": 151151,
  "slug": "bear-mountain-capital-inc-seattle-wa-151151",
  "primary_business_name": "BEAR MOUNTAIN CAPITAL INC.",
  "legal_name": "BEAR MOUNTAIN CAPITAL INC.",
  "dbas": [],
  "city": "Seattle",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-06-21",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-03-01",
  "carried_forward": false,
  "raum_total": 374999426.0,
  "raum_discretionary": 374999426.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 65284462.0,
      "count": 141
    },
    "high_net_worth_individuals": {
      "raum": 295741883.0,
      "count": 91
    },
    "pooled_investment_vehicles": {
      "raum": 13498998.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 474083.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "HI",
    "TX",
    "WA"
  ],
  "websites": [
    "https://bearmountaincapital.com",
    "https://facebook.com/BEARMOUNTAINCAPITALINC",
    "https://linkedin.com/company/1981861",
    "https://mobile.twitter.com/bearmtncapital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151151",
  "city_as_filed": "SEATTLE",
  "url": "https://advisorcensus.com/firm/bear-mountain-capital-inc-seattle-wa-151151",
  "display_name": "Bear Mountain Capital Inc.",
  "summary": "Bear Mountain Capital Inc. is an SEC-registered investment advisory firm in Seattle, WA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 1, 2026.",
  "citation": "AdvisorCensus. Bear Mountain Capital Inc. (CRD 151151): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bear Mountain Capital Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bear Mountain Capital Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Bear Mountain Capital Inc. located?",
      "a": "Bear Mountain Capital Inc.'s principal office is in Seattle, WA, according to its Form ADV."
    },
    {
      "q": "Is Bear Mountain Capital Inc. registered with the SEC or a state?",
      "a": "Bear Mountain Capital Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 151151."
    },
    {
      "q": "How much does Bear Mountain Capital Inc. manage?",
      "a": "Bear Mountain Capital Inc. reports $374,999,426 in regulatory assets under management in its Form ADV filing dated March 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bear Mountain Capital Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bear Mountain Capital Inc.: Regulatory assets under management: $223,747,895 in the October 2021 data and $374,999,426 in the October 2026 data, up 68%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bear Mountain Capital Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (141); high net worth individuals (91); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Bear Mountain Capital Inc. use?",
      "a": "Bear Mountain Capital Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bear Mountain Capital Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151151"
    },
    {
      "q": "What changed in Bear Mountain Capital Inc.'s recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $309,736,038 to $374,999,426 (+21%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 223747895.0,
      "total_employees": 4,
      "filing_date": "2021-02-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 281263438.0,
      "total_employees": 5,
      "filing_date": "2022-09-13"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 280624000.0,
      "total_employees": 5,
      "filing_date": "2023-06-09"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 308056082.0,
      "total_employees": 5,
      "filing_date": "2024-02-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 309736038.0,
      "total_employees": 8,
      "filing_date": "2025-04-09"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 374999426.0,
      "total_employees": 6,
      "filing_date": "2026-03-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $309,736,038 to $374,999,426 (+21%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bear-mountain-capital-inc-seattle-wa-151151.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 141,
      "fewer_than_5": false,
      "raum": 65284462.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 91,
      "fewer_than_5": false,
      "raum": 295741883.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 13498998.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 474083.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/151151",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}