SM
Scott Mckinney
BEAR CREEK ASSET MANAGEMENT
Denver, CO 80202
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CRD#: 5958417
SM
Professional summary
Scott Mckinney is a registered financial advisor currently at BEAR CREEK ASSET MANAGEMENT, LLC located in Denver, Colorado and BEAR CREEK FUND ADVISORS LLC located in Denver, Colorado.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Scott has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Scott McKinney is a Manager of The Munson Realty Company, which is invesment-related. The Munson Realty Company is a family real estate investment firm and Mr. McKinney assists his family with maintaining current investments and evaluating new investments. The address of The Munson Realty Company is 305 Woodard Street, Suite 210-211, Denison, TX 75020. Mr. McKinney started working with The Munson Realty Company in July 2021. Mr. McKinney devotes minimal hours to other business and devotes no hours during securities trading hours. Mr. McKinney is an Investment Adviser Representative (2024) of Bear Creek Fund Advisors LLC (CRD #329844 / SEC #801-129984). The address is 1200 17th Street, Suite 970, Denver, CO 80202 and the business is investment-related. Mr. McKinney spends approximately 5 hours/month primarily during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Mckinney's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 25, 2011 - Present
BEAR CREEK ASSET MANAGEMENT, LLC
Office #1: 1200 17th Street Suite 970, Denver, CO 80202RIA
CRD#: 137677
Denver, CO
Current
April 24, 2024 - Present
BEAR CREEK FUND ADVISORS LLC
Office #1: 1200 17th Street Suite 970, Denver, CO 80202RIA
CRD#: 329844
Denver, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BC
BEAR CREEK ASSET MANAGEMENT, LLC
BEAR CREEK ASSET MANAGEMENT, LLC
CRD#: 137677 / SEC#: 801-64862
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(8/25/2011)
IAR
Delaware(8/25/2011)
Current Firm
BC
BEAR CREEK ASSET MANAGEMENT, LLC
BEAR CREEK ASSET MANAGEMENT, LLC
CRD#: 137677 / SEC#: 801-64862
RIA
Registered Investment Advisory firm - (11/29/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1200 17th Street Suite 970, Denver, CO 80202
Mailing Address
Phone number
(303) 459-7333
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 176 |
| AUM (Assets Under Management) | $ 7,457,031,060 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/08/2025 | ||
| 09/13/2024 | ||
| 11/20/2023 | ||
| 12/15/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
