BEARING FINANCIAL ADVISORS, LLC

BEARING FINANCIAL ADVISORS, LLC of AUSTIN, TX is an SEC-registered investment adviser (CRD 305257). Regulatory assets under management: $89.4M.

Registration

• CRD: 305257
• Type: Registered investment adviser
• Location: 9390 RESEARCH BLVD, AUSTIN, TX, 78759
• Phone: 512-241-1035
• Latest filing: 2026-02-11
• Regulatory AUM: $89.4M
• Discretionary AUM: $89.4M
• Clients: 4
• Accounts: 344

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305257 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search