Blue Bear Financial, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 331226 · SEC file 801-134923 · · www.linkedin.com

☆ Save with Pro ADV data as of Jun 10, 2026

Regulatory AUM: $147M
Discretionary: $144M
Clients: 163
Avg AUM / client: $904K
Accounts: 554
Employees: 6

AUM over time

$0 $147M

Apr 12, 2024 Jun 10, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jun 10, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	72	$23.9M	16.2%
High net worth individuals	91	$123M	83.8%

People (3)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Anthony Kinzie	President And Chief Compliance Officer	CFP	Apr 2024 (2y)	75% or more
Priscilla N. Gilbert	Registered representative	CFP	Jan 2026 (1y)
Robert Scott Kubiszyn	Registered representative		Apr 2026 (0y)

Undisclosed: 0% – 25% 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.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	06/10/2026	963 KB	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
• Fixed fees
• Other fees
• SOLICIT FOR REGISTERED INVESTMENT ADVISORS

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Pension consulting services
• Selection of other advisers

Custody

Reported custodians

Charles Schwab & Co. $144M (97% of AUM) Jun 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: Jun 10, 2026.

View current Form ADV (SEC/IAPD) ↗