# Bearing Financial Advisors, LLC

> Bearing Financial Advisors, LLC is a state-registered investment advisory firm in Austin, TX, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 305257
- Filed as: BEARING FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305257
- AdvisorCensus page: https://advisorcensus.com/firm/bearing-financial-advisors-llc-austin-tx-305257

## Quick answers

**How is Bearing Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bearing Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bearing Financial Advisors, LLC located?**
Bearing Financial Advisors, LLC's principal office is in Austin, TX, according to its Form ADV.

**Is Bearing Financial Advisors, LLC registered with the SEC or a state?**
Bearing Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305257.

**How much does Bearing Financial Advisors, LLC manage?**
Bearing Financial Advisors, LLC reports $89,408,649 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**What types of clients does Bearing Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (34).

**Does Bearing Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305257

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $89,408,649
- Discretionary: $89,408,649
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $20,669,936 |
| High net worth individuals | 34 | $68,738,713 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bearingfinancial.com
- Facebook @Bearing-Financial-Advisors-LLC-291384164324724
- X @theDREAMsys

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bearing Financial Advisors, LLC (CRD 305257): Form ADV filing data as of October 2026.