Bull & Bear Advisors Llc
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ADV data as of Jun 05, 2026
- Regulatory AUM
- $24.6M
- Discretionary
- $24.6M
- Clients
- 37
- Avg AUM / client
- $664K
- Accounts
- 82
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $8.6M | 35.0% |
| High net worth individuals | 14 | $16.0M | 65.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul John Turco | Registered representative | CFP | Aug 2021 (5y) | |
| Scott Raymond Rausch | Registered representative | CFA | Jul 2024 (2y) | |
| Major Elliott Blair | Registered representative | Mar 2025 (1y) | ||
| George Nicholas Kontos | Registered representative | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/05/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $17.6M (71% of AUM) Jun 2026
- Interactive Brokers $6.2M (25% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 05, 2026.
View current Form ADV (SEC/IAPD) ↗