Brian Dawson
Bear Mountain Capital · Edmonds, Washington
Brian Dawson is a fee-only financial advisor at Bear Mountain Capital in Edmonds, 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 | Edmonds, 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 8030326 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.bearmountaincapital.com |
How Brian'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 Brian
Is Brian Dawson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian 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 Brian charge for financial advice?
Brian's firm, Bear Mountain Capital, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Brian Dawson based?
Brian Dawson is based in Edmonds, Washington.
Is Brian Dawson registered with the SEC?
Yes. Brian Dawson is registered as an investment adviser representative in WA (CRD 8030326), 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 Brian Dawson?
Through Brian'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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