Shawn
Oneal
Bear Creek Asset Management, LLC
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About this Advisor
Shawn Oneal is a financial advisor working out of Denver, Colorado who has 17 years of relevant experience. Oneal currently works for Bear Creek Asset Management, LLC. During their career, the advisor has held roles at Bear Creek Asset Management and Bear Creek Securities LLC. Oneal has Series 63 and Series 66 licenses, qualifying them as a securities representative, and can work in Alabama, Arizona, Colorado, Delaware, Texas and Utah. Bear Creek Asset Management, LLC is a financial advisory firm that has its headquarters in Denver, CO. It manages $6 billion in assets under management between its 174 accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 174 customer accounts, 59% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Bear Creek Asset Management, LLC performs a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on the type of services offered. Fees charged by Bear Creek Asset Management, LLC can include any combination of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bear Creek Asset Management, LLC Brokerage Details
$6,161,818,550
9
174
$35,412,750
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Shawn Oneal Work History
Shawn has been registered as a financial advisor for 17 years.*
Bear Creek Asset Management
Bear Creek Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shawn Oneal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bear Creek Asset Management, LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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