Brandon Kelley
Bear Mountain Capital · Seattle, Washington
Brandon Kelley is a fee-only financial advisor at Bear Mountain Capital in Seattle, Washington. Bear Mountain Capital reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Bear Mountain Capital |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $375.0M across 977 accounts |
| SEC registration | Investment adviser representative in WA · CRD 8209423 |
| Exams passed | Series 63 (2025) · Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.bearmountaincapital.com |
How Brandon's firm compares
- Bear Mountain Capital's average account is about $384,000, from its Form ADV (assets managed divided by 977 accounts).
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Questions about Brandon
Is Brandon Kelley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Bear Mountain Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Bear Mountain Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brandon Kelley based?
Brandon Kelley is based in Seattle, Washington.
Is Brandon Kelley registered with the SEC?
Yes. Brandon Kelley is registered as an investment adviser representative in WA (CRD 8209423), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bear Mountain Capital manage?
Bear Mountain Capital reports $375.0M across 977 accounts in assets under management.
How do I contact Brandon Kelley?
Through Brandon's website, www.bearmountaincapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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