Company Profile
Bearing Point Capital
Company Overview
Bearing Point Capital is a boutique, high-touch Registered Investment Advisor (RIA) with more than $1B in assets under management (AUM). We specialize in delivering deeply personalized wealth management, multidisciplinary financial planning, and the thoughtful guidance high-net-worth families require.
Our mission is simple: provide clarity, confidence, and exceptional service so clients can achieve their long-term goals with purpose. We are collaborative, planning-centric, and committed to excellence in everything we do.