Brandon Kelley
Investment adviser representative at Bear Mountain Capital Inc.
10 yearsExperience
1 stateRegistered in
$375MFirm assets
8 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bear Mountain Capital Inc.Jan 2026 to now
- Gesa Credit UnionMay 2023 to Jan 2026
- John L ScottDec 2018 to May 2023
- Self EmployedJan 2018 to May 2023
- Washington Federal BankJun 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Bear Mountain Capital Inc.
$375MAssets managed
234Clients
9Advisers
8 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
- 8209423
- Firm CRD
- 151151