Bearing Financial Advisors, LLC

Bearing Financial Advisors, LLC (CRD# 305257) is a financial advisory firm headquartered in Austin, TX. They manage $75,308,004 in 361 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9390 Research Blvd, Kaleido Bldg I Suite 330, Austin, TX 78759
https://www.facebook.com/bearing-financial-advisors-llc-291384164324724/
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    361
    ACCOUNTS
  • Average Account Value
    $208,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bearing Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott Bussy, financial advisor Austin TX
Scott D. Bussy
CRD#: 724174
9390 Research Blvd, Kaleido Bldg I Suite 330, Austin, TX 78759

Scott Bussy (CRD# 724174) is an Investment Advisor Representative working at Bearing Financial Advisors, LLC in Austin, TX and has over 26 years of experience in the finance industry.

2
Kathryn Moreno, financial advisor Austin TX
Kathryn L. Moreno
CRD#: 4892673
9390 Research Blvd, Kaleido Bldg I Suite 330, Austin, TX 78759

Kathryn Moreno (CRD# 4892673) is an Investment Advisor Representative working at Bearing Financial Advisors, LLC in Austin, TX and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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