Seattle, WA NW Leary Way logo

Seattle, WA NW Leary Way Office

Team
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Bear Mountain Capital Inc. logo

Bear Mountain Capital Inc.

Team

Firm-wide stats for Bear Mountain Capital Inc.

Total advisors

9

Across 2 offices

Clients per advisor

26 Very Low

Avg AUM per client

$1,556,148 High

HNW client ratio

39% High

About

Bear Mountain Capital provides wealth management and financial planning to individuals, high‑net‑worth clients, small businesses and select institutional accounts, primarily on a discretionary portfolio management basis with separate hourly financial planning engagements. The firm also acts as an investment manager to private funds, offering private fund advisory and management services in fund‑of‑funds structures available only to accredited investors.

The firm’s stated investment approach is long‑term and grounded in Modern Portfolio Theory, emphasizing diversified, tax‑efficient portfolios built from index exchange‑traded funds, mutual funds, equities and fixed‑income securities, with periodic rebalancing and a buy‑and‑hold orientation. When acting as manager to its private funds, Bear Mountain places fund assets into third‑party pooled vehicles and separately managed accounts and pursues investments that may produce regular distributions or capital appreciation, including real estate and mortgage‑lending underlying interests.

Noteworthy disclosures in the brochure include that Bear Mountain serves as the manager/general partner of a private fund‑of‑funds (Subject to investor qualification, transfer restrictions, quarterly distributions, and annual audits) and that fund investors receive quarterly statements from an independent administrator. The firm also discloses assets under management as of 12/31/2025 and describes fee and conflict‑of‑interest mitigations—such as exempting client investments in its private fund from separate wealth‑management AUM fees and disclosing solicitor arrangements.

Based on Bear Mountain Capital Inc.

Expertise

Private / alternative investments Passive / index investing Active portfolio management Wealth management

Based on Bear Mountain Capital Inc.

Location

1455 NW Leary Way, Ste 400

Seattle WA 98107

Advisors at this office

8

Advisors at this office

user avatar

Ryan G

Series 65

Seattle, WA

Bear Mountain Capital Inc.

Ryan Greenway is a financial advisor at Bear Mountain Capital Inc. with 11 years of industry experience. He holds a Series 65 designation and has been involved with Greenway & Company, PS since 2009, where he is also a shareholder and CPA engaged in tax compliance, consulting, and planning. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and hourly financial planning. The firm manages private funds for accredited investors, focusing on long-term, diversified, and tax-efficient portfolios grounded in Modern Portfolio Theory.

Private / alternative investments Passive / index investing Active portfolio management Wealth management
user avatar

Nicole N

Series 65

Seattle, WA

Bear Mountain Capital Inc.

Nicole Northcutt is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience. She previously worked for MUFG Union Bank, N.A. for 20 years before joining Bear Mountain Capital. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and separate hourly financial planning engagements. The firm’s investment approach emphasizes long-term, diversified, tax-efficient portfolios based on Modern Portfolio Theory and manages private funds targeting accredited investors.

Private / alternative investments Passive / index investing Active portfolio management Wealth management
user avatar

Briana G

Series 65

Seattle, WA

Bear Mountain Capital Inc.

Briana Gutierrez Canales is a financial advisor at Bear Mountain Capital Inc. based in Seattle, WA. She holds a Series 65 designation and has been with Bear Mountain Capital since 2025. Her prior experience includes roles at Valet Living, Plannetics LLC, and the University of Washington. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm follows a long-term investment approach grounded in Modern Portfolio Theory, focusing on diversified, tax-efficient portfolios with a buy-and-hold orientation.

Private / alternative investments Passive / index investing Active portfolio management Wealth management
user avatar

Brandon K

Series 63, Series 65

Seattle, WA

Bear Mountain Capital Inc.

Brandon Kelley is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA. He holds Series 63 and Series 65 licenses and has prior experience at Gesa Credit Union, John L Scott, and Washington Federal Bank. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts. The firm’s investment approach is long-term, emphasizing diversified, tax-efficient portfolios grounded in Modern Portfolio Theory, with discretionary portfolio management and private fund advisory services.

Private / alternative investments Passive / index investing Active portfolio management Wealth management
user avatar

Joey D

Series 63, Series 66

Seattle, WA

Bear Mountain Capital Inc.

Joey Day is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He has been with Bear Mountain Capital since 2009. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily using a discretionary portfolio management approach. The firm emphasizes long-term, diversified, tax-efficient portfolios grounded in Modern Portfolio Theory and also manages private fund-of-funds for accredited investors.

Private / alternative investments Passive / index investing Active portfolio management Wealth management
user avatar

Peter K

Series 65

Seattle, WA

Bear Mountain Capital Inc.

Peter Kulseth is a financial advisor at Bear Mountain Capital Inc. in Seattle, WA, holding a Series 65 designation with one year of industry experience. Prior to joining Bear Mountain Capital, he was associated with Vignoble LLC and has teaching experience at Gonzaga University and Friday Harbor High School. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and hourly financial planning. The firm also manages private funds, focusing on diversified, tax-efficient portfolios grounded in Modern Portfolio Theory.

Private / alternative investments Passive / index investing Active portfolio management Wealth management
user avatar

Luke C

CFP®, Series 65

Seattle, WA

Bear Mountain Capital Inc.

Luke Collova is a CFP® with 13 years of industry experience, currently serving at Bear Mountain Capital Inc. in Seattle, WA. He has been with Bear Mountain Capital Management, Inc. since 2013. Bear Mountain Capital provides wealth management and financial planning services to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and separate hourly financial planning engagements. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, tax-efficient portfolios with index ETFs, mutual funds, equities, and fixed-income securities.

Private / alternative investments Passive / index investing Active portfolio management Wealth management
user avatar

Ryan M

CFP®, Series 65

Seattle, WA

Bear Mountain Capital Inc.

Ryan Moriwake is a CFP® and holds a Series 65 license, with five years of industry experience. He has worked at Bear Mountain Capital Inc. since 2021 and previously held roles at Grant Thornton, LLP and with the Seattle Mariners. Bear Mountain Capital provides wealth management and financial planning to individuals, high-net-worth clients, small businesses, and select institutional accounts, primarily through discretionary portfolio management and separate hourly financial planning engagements. The firm employs a long-term investment approach based on Modern Portfolio Theory, focusing on diversified, tax-efficient portfolios built from index ETFs, mutual funds, equities, and fixed-income securities.

Private / alternative investments Passive / index investing Active portfolio management Wealth management
View complete list of advisors at this office
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