Honey Bear Asset Management, LLC is a boutique Registered Investment Advisor (RIA) founded in 2017 and based in Austin, Texas. The firm specializes in providing goals-based investment management with a sophisticated, institutional approach tailored for individual investors, trusts, corporations, and family offices. Their mission is to offer personalized asset management services that encompass investment strategy, retirement planning, and trust & estate planning for their clients.

Founded in

United States