Bull & Bear Capital Advisors, LLC

Bull & Bear Capital Advisors, LLC (CRD# 137453) is a financial advisory firm headquartered in Jacksonville, FL. They manage $30,481,916 in 155 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $196,658
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Bull & Bear Capital Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Ronald W. Allen
CRD#: 2015098
6817 Southpoint Parkway, Suite 1003, Jacksonville, FL 32216
96
Wealthminder
score

Ronald Allen (CRD# 2015098) is an Investment Advisor Representative working at Bull & Bear Capital Advisors, LLC in Jacksonville, FL and has over 26 years of experience in the finance industry. Ronald Allen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew B. Bishop
CRD#: 2298300
6817 Southpoint Parkway, Suite 1003, Jacksonville, FL 32216
96
Wealthminder
score

Matthew Bishop (CRD# 2298300) is an Investment Advisor Representative working at Bull & Bear Capital Advisors, LLC in Jacksonville, FL and has over 22 years of experience in the finance industry. Matthew Bishop has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Charles E. Ostholm
CRD#: 4624471
6817 Southpoint Parkway, Suite 1003, Jacksonville, FL 32216
96
Wealthminder
score

Charles Ostholm (CRD# 4624471) is an Investment Advisor Representative working at Bull & Bear Capital Advisors, LLC in Jacksonville, FL and has over 15 years of experience in the finance industry. Charles Ostholm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Patricia A. Ostholm
CRD#: 4624062
6817 Southpoint Parkway, Suite 1003, Jacksonville, FL 32216
96
Wealthminder
score

Patricia Ostholm (CRD# 4624062) is an Investment Advisor Representative working at Bull & Bear Capital Advisors, LLC in Jacksonville, FL and has over 13 years of experience in the finance industry. Patricia Ostholm has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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