Fort Worth, TX Office
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Bull & Bear Advisors LLC
Supported
Firm-wide stats for Bull & Bear Advisors LLC
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.
Based on Bull & Bear Advisors LLC
Expertise
Based on Bull & Bear Advisors LLC
Location
Fort Worth TX
Advisors at this office
1
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)