Bull & Bear Advisors LLC logo

Bull & Bear Advisors LLC

Updated today

Client AUM

$24,578,773

Clients

37

Advisors

4

across 3 offices

About

Bull & Bear Advisors LLC provides ongoing portfolio management and financial planning services primarily to individual and high‑net‑worth clients, generally under discretionary agreements. The firm documents client objectives and risk tolerances in an Investment Policy Statement and charges asset‑based advisory fees.

The firm combines charting, fundamental, and technical analysis and employs long‑ and short‑term trading approaches, including options trading and other derivatives. Notably, it uses derivatives within separately managed accounts — a practice that is uncommon among similar advisory firms.

Bull & Bear also has ties to private investment vehicles that may be recommended to eligible clients, and related persons may participate in those funds, a relationship the firm discloses as a potential conflict of interest. The firm requires clients to custody assets with specific broker‑dealers and receives custodial research and services, which can factor into broker selection.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Real estate investing Passive / index investing

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Fee options

Fixed

$2000 fixed fee for creating client financial plans; fees included in portfolio management fees for clients not using financial planning

Percentage

$1 - $4,999,999: 1.25% $5,000,000+: 1.00%

Main office

See office

Sarasota FL

Advisors at this office

1

Most active in

Florida · Illinois · Texas

Also doing business as

Bull & Bear · Bull & Bear Advisors LLC · Bull And Bear Advisors LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

George K

Series 65

Chicago, IL

Bull & Bear Advisors LLC

George Kontos is a financial advisor at Bull & Bear Advisors LLC with one year of industry experience. He holds a Series 65 credential and has prior roles in baseball analysis at NBC Universal and business development at Bull & Bear LP. Kontos also operates an investment company and occasionally offers clients advice or products from this activity. Bull & Bear Advisors LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, combining charting, fundamental, and technical analysis with long- and short-term trading strategies including options and derivatives. The firm also has connections to private investment vehicles and requires clients to custody assets with select broker-dealers.

Options & derivatives strategies Real estate investing Passive / index investing
user avatar

Scott R

CFA®, Series 63

Chicago, IL

Bull & Bear Advisors LLC

Scott Rausch is a CFA® charterholder with 11 years of industry experience, currently serving as an advisor at Bull & Bear Advisors LLC. He has worked with Bull & Bear entities since 2022 and was previously employed at Symphony Financial and Bernardi Securities. Bull & Bear Advisors LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, and technical analysis, including derivatives within separately managed accounts, and offers both long- and short-term trading strategies.

Options & derivatives strategies Real estate investing Passive / index investing
user avatar

Paul T

CFP®, Series 65

Sarasota, FL

Bull & Bear Advisors LLC

Paul Turco Jr. is a CFP® professional with six years of industry experience, currently serving as an advisor at Bull & Bear Advisors LLC since 2021. Prior to this, he worked at Alpha Advisors, Inc. for one year and spent 19 years with the San Francisco Giants. He is also involved with a hedge fund, Bull and Bear Trading LP, where he assists with data analysis. Bull & Bear Advisors LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients using a combination of charting, fundamental, and technical analysis. The firm employs long- and short-term trading strategies, including options and derivatives, and maintains connections to private investment vehicles that may be recommended to eligible clients.

Options & derivatives strategies Real estate investing Passive / index investing
user avatar

Major B

Series 65

Fort Worth, TX

Bull & Bear Advisors LLC

Major Blair III is a financial advisor with Bull & Bear Advisors LLC and holds a Series 65 designation. He has one year of industry experience, beginning his advisory career in 2025, and has also worked as a professional scout for the Texas Rangers Baseball organization for the past ten years. Bull & Bear Advisors LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients, combining charting, fundamental, and technical analysis with both long- and short-term trading approaches, including options and derivatives. The firm also offers access to private investment vehicles and undertakes discretionary management under documented client objectives and risk tolerances.

Options & derivatives strategies Real estate investing Passive / index investing
View complete list of advisors at this firm
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