A complete list of active advisors currently associated with Bearing Point Capital

Warmer can help you find a great advisor at Bearing Point Capital or one who fits your needs even better.

Bearing Point Capital, LLC provides personalized financial planning and discretionary investment management to individuals (including high‑net‑worth clients), family offices, trusts, estates, private foundations, and corporate entities. The firm implements tailored portfolios using a broad mix of instruments—equities, corporate, municipal and U.S. government bonds, mutual funds and ETFs, REITs, private funds/alternative investments, options and structured notes—based on each client’s objectives. The firm’s process emphasizes a comprehensive, client‑specific planning phase to establish investment objectives, risk tolerance, tax considerations and liquidity constraints, with ongoing monitoring and at least annual formal reviews. Investment decisions rely primarily on fundamental analysis, supplemented by technical analysis for timing, and may include long‑term holdings as well as short‑term trades, options strategies, allocations to alternative investments, and the use of external managers when appropriate. Bearing Point documents and compensates third‑party solicitors and referral sources under written agreements and provides prospective clients with disclosure and required acknowledgements, a practice the brochure describes under its client referral/solicitor arrangements and that aligns with endorsement‑style advertising. The firm also reports an institutional custodial relationship that supplies research, technology and limited marketing or transition support from the custodian, and it manages approximately $1.11 billion with a compact advisory team.

To learn more about the advisors currently working at Bearing Point Capital, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.