Bear Mountain Capital Inc.
- Regulatory AUM
- $375M
- Discretionary
- $375M
- Clients
- 234
- Avg AUM / client
- $1.6M
- Accounts
- 977
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 141 | $65.3M | 17.4% |
| High net worth individuals | 91 | $296M | 78.9% |
| Pooled investment vehicles (non-investment companies) | 1 | $13.5M | 3.6% |
| Corporations and other businesses | 1 | $474K | 0.13% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $10.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Canyon Creek Investment Fund I, Llc | Other Private Fund | Washington | $10.5M | 55 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joey Leslie Day | Ceo And Chief Compliance Officer | Jul 2009 (17y) | 75% or more | |
| Luke Collova | Director Of Advisory Services | CFP | Feb 2013 (14y) | 10% – 25% |
| Nicole Loni Northcutt | Director Of Operations | Oct 2022 (4y) | Less than 5% | |
| Ryan Greenway | Registered representative | Dec 2014 (12y) | ||
| Ryan Keiichi Moriwake | Registered representative | CFP | Jul 2021 (5y) | |
| Peter Brown Kulseth | Registered representative | Apr 2024 (2y) | ||
| Brian Alan Dawson | Registered representative | Jan 2025 (2y) | ||
| Briana Isabel Gutierrez Canales | Registered representative | Apr 2025 (1y) | ||
| Brandon Kelley | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $10.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Canyon Creek Investment Fund I, Llc | Other Private Fund | $10.5M | $50.0K | 55 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/01/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $375M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 01, 2026.
View current Form ADV (SEC/IAPD) ↗