Bull Bear Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high‑net‑worth clients, managing about $66.6 million for roughly 142 clients with two registered advisors and a $100,000 account minimum. As with most peers, it charges percentage‑of‑assets fees billed quarterly for customized asset management services.
The firm’s investment process blends charting, fundamental and technical analysis and can employ long‑term, short‑term and frequent trading strategies; advisors may also recommend leveraged stock‑index ETFs in appropriate accounts. Accounts are typically managed on a discretionary basis, custodial and execution services are routed through Schwab Institutional, and clients may impose reasonable restrictions on holdings.
Bull Bear is notable among similar supported firms for its formal affiliations with other investment entities: it shares personnel, offices and proprietary research with an affiliated manager that sponsors four private pooled funds and receives performance‑based compensation (including potential carried interest), and it licenses trading‑system IP through an affiliated IP entity. The firm’s brochure discloses a recent regulatory matter involving affiliated entities that resulted in a Virginia State Corporation Commission settlement requiring wind‑down, valuation and audit actions, and it describes policies intended to address the resulting conflicts created by its fund, publishing and IP affiliations.
Client services
Expertise
Fee options
0.70% to 2.00% annually (negotiable based on client and account factors)
Account minimum: $100,000 Fee-only: Annual fee between 0.70% and 2.00% of assets under management, billed quarterly in arrears and negotiable.
Main office
1818 Library Street, Suite 500
Reston VA 20190
Advisors at this office
2
Most active in
Florida · North Carolina · Ohio · Texas · Virginia
Also doing business as
Ark Financial Management, LLC · Ark Investment Management, LLC · Bull Bear Investment Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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
Advisors at this firm
Cindy S
Series 65
Reston, VA
Bull Bear Investment Management LLC
Cindy Spitzer is a financial advisor with Bull Bear Investment Management LLC, holding a Series 65 designation and 11 years of industry experience. She has worked at Black Swan Strategies, LLC since 2019 and ARK Financial Management, LLC since 2015, alongside over 30 years of self-employment experience. Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, utilizing a combination of charting, fundamental and technical analysis. The firm employs a range of trading strategies and manages approximately $66.6 million across about 142 clients.
Robert W
Series 65
Reston, VA
Bull Bear Investment Management LLC
Robert Wiedemer is a financial advisor at Bull Bear Investment Management LLC in Reston, VA, with 15 years of industry experience. He holds a Series 65 designation and has worked at Bull Bear Investment Management since 2022, following eight years at Ark Financial Management, Inc. Wiedemer has also been involved with Bull Bear Publishing, formerly Aftershock Publishing LLC, since 2004. Bull Bear Investment Management provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of charting, fundamental and technical analysis, and both long- and short-term trading strategies. The firm manages approximately $66.6 million across around 142 clients and is known for its formal affiliations with other investment entities, including private pooled funds and intellectual property licensing arrangements.
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