Spencer Lunt Goldsmith
Investment adviser representative at Bearing Point Capital
17 yearsExperience
1 stateRegistered in
$1.1BFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Bearing Point CapitalMar 2025 to now
- 44 North Capital ManagementFeb 2024 to now
- UnemployedAug 2022 to Feb 2024
- Hector TurfJul 2018 to Jul 2022
- U.S. Bancorp Investments, Inc.Jul 2010 to Jun 2018
- U.S. BankJun 2009 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Bearing Point Capital
Legal name: Bearing Point Capital, LLC
$1.1BAssets managed
236Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4462848
- Firm CRD
- 332023