$317.3K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
27 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-23-1999
- Office Locations
- 1
Office Locations
3625 Valverde Circle Jacksonville FL
About Bull & Bear Capital Advisors, LLC
Bull & Bear Capital Advisors, LLC is a Jacksonville-based RIA. The firm has been operating for 27 years. Managing $317.3K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$317.3K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
27.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
M
MATTHEW BRIAN BISHOP SR
MANAGING PRINCIPAL
- CRD
- #2298300
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $317,327 | $190,709 |
| Total | $317,327 | $190,709 |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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