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- Custodian
- Altruist · Charles Schwab & Company · Deutsche Bank
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 11-12-2020
- Office Locations
- 1
Office Locations
About Blackbear Capital, LLC
BlackBear Capital is an independent, fiduciary Registered Investment Adviser providing holistic financial planning and investment management for physicians, retirees/near-retirees, entrepreneurs, and nonprofits. Services include retirement planning, 401(k) plan advisory, estate planning, and business valuation. Portfolios lean on ETFs alongside cash, public funds, and fixed income exposures, and the firm supports custody through providers such as Charles Schwab.
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Owner & Executives
MAXWELL LEE KNAPP MR.
Managing Member
- CRD
- #6224579
- Ownership
- 50% but less than 75%
JACK PRESTON WHITNEY
Managing Member
- CRD
- #6791248
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,207,854 | -- |
| Non-Discretionary | $12,466,870 | -- |
| Total | $37,674,724 | -- |
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Separately Managed Accounts
Total SMA Asset: $37,674,724
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $875,365,789 | 12.5% |
| Cash | $574,239,957 | 8.2% |
| Public Funds | $616,257,515 | 8.8% |
| Corporate - Investment Grade | $1,386,579,409 | 19.8% |
| U.S. Government/Agency | $1,267,529,662 | 18.1% |
| Corporate - Non-Investment Grade | $1,351,564,778 | 19.3% |
| Municipal Bonds | $931,389,199 | 13.3% |
| Total | $7,002,926,309 | 100.0% |