BD
Brian A. Dawson
BEAR MOUNTAIN CAPITAL
Edmonds, WA 98020
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CRD#: 8030326
BD
Professional summary
Brian Alan Dawson is a registered financial advisor currently at BEAR MOUNTAIN CAPITAL INC. located in Edmonds, Washington.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brian has worked at 1 firm 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.
The Dawson Group, PS; Non-Investment related; 320 Dayton Street, Suite 108, Edmunds, WA 98020, CPA Firm, Shareholder/CPA, Started 7/2013; 160 hours/month; most during trading; Duties: tax return compliance, consulting and planning matters
CRS (Client Relationship Summary) - RIA
Click below to view Brian Alan Dawson'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
January 31, 2025 - Present
BEAR MOUNTAIN CAPITAL INC.
Office #1: 320 Dayton Street Suite 108, Edmonds, WA 98020RIA
CRD#: 151151
Edmonds, WA
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".
BM
BEAR MOUNTAIN CAPITAL INC.
BEAR MOUNTAIN CAPITAL | BEAR MOUNTAIN CAPITAL MANAGEMENT, INC. | BEAR MOUNTAIN CAPITAL INC.
CRD#: 151151 / SEC#: 801-113478
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)California
Registered Investment Advisory firm - (7/22/2018 Terminated)Texas
Registered Investment Advisory firm - (6/22/2018 Terminated)Washington
Registered Investment Advisory firm - (7/22/2018 Terminated)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
Washington(1/31/2025)
Current Firm
BM
BEAR MOUNTAIN CAPITAL INC.
BEAR MOUNTAIN CAPITAL | BEAR MOUNTAIN CAPITAL MANAGEMENT, INC. | BEAR MOUNTAIN CAPITAL INC.
CRD#: 151151 / SEC#: 801-113478
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)California
Registered Investment Advisory firm - (7/22/2018 Terminated)Texas
Registered Investment Advisory firm - (6/22/2018 Terminated)Washington
Registered Investment Advisory firm - (7/22/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2001 6th Avenue Ste. 2401, Seattle, WA 98121
Mailing Address
Phone number
(206) 420-3713
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 921 |
| AUM (Assets Under Management) | $ 309,736,038 |
Red Flags
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