Bear & Eagle Investments LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm intends to serve individuals and households, including high-net-worth clients, by providing discretionary portfolio management for taxable accounts and IRAs and by offering financial planning services. It also offers stand-alone hourly planning engagements in addition to planning provided as part of investment-management relationships.
B&E’s stated investment approach is fundamentally oriented and value-focused, using financial-statement analysis and quantitative screens to construct diversified, client‑tailored portfolios documented through an Investment Policy Statement. Portfolios are generally long-term and limited to traditional securities (individual stocks, ETFs, bonds, mutual funds, and cash); the firm discloses it will not employ options, margin, private placements, digital assets, or other complex products at launch.
Noteworthy features include that the firm is newly formed, currently reports no assets under management or active registered advisors, and will operate with a single owner who will supervise his own advisory activities, relying on written controls and annual internal review to address limited independent oversight. The brochure also discloses an uncommon mix of service elements for a firm of this profile—hourly stand-alone planning, personal‑trading controls, and an expectation that managed accounts will be maintained at a specified custodian platform (Altruist), with attendant potential conflicts the firm intends to monitor and disclose.
Client services
Expertise
Demographic focus
Fee options
1.00% annually, billed quarterly at 0.25% per quarter
$100 per hour for stand-alone financial planning
Account minimum: $25,000
Main office
Cleves OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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