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BEAR MOUNTAIN CAPITAL INC.

SEATTLE, WA · CRD 151151 · IAPD ↗ · bearmountaincapital.com · 206-420-3713

$375.0MRegulatory AUM
5Advisory reps
6Employees
0Clients
251-500Planning clients
1Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — BEAR MOUNTAIN CAPITAL INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
March 2024 — BEAR MOUNTAIN CAPITAL INC. shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
March 2024 — BEAR MOUNTAIN CAPITAL INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.