Bull & Bear Advisors LLC logo

Bull & Bear Advisors LLC

Updated today

Client assets under management

$24,578,773

Clients

37

38% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

9

Very Low

Average account size

$664,291

About

Bull & Bear Advisors serves individual and high‑net‑worth clients with discretionary portfolio management, written financial planning, and ongoing oversight of both custodial and held‑away retirement/HSA accounts through its Pontera service. The firm also offers access to pooled investment vehicles, including private hedge and venture capital funds, to qualified investors.

BNB frames client relationships with an Investment Policy Statement and uses a blend of fundamental, technical and charting analysis to implement long‑term and short‑term strategies. The firm’s trading toolkit explicitly includes options and other derivatives—covered, uncovered and spread strategies—which it deploys inside separately managed accounts rather than limiting such activity to pooled vehicles.

Noteworthy differences from many peers include the formal requirement that clients use specific custodians (Interactive Brokers and/or Charles Schwab) and the firm’s use of custodian tools and research benefits when implementing strategies. The brochure also discloses that a principal has a financial interest in, and provides support to, a private hedge fund that may be recommended to clients, a disclosed conflict of interest clients should evaluate.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments Real estate investing

Fee options

Fixed

$2000 for creating client financial plans (fixed fee)

Percentage

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

Most active in

Florida · Illinois · Texas

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 based in Chicago, IL. He holds a Series 65 designation and has been with Bull & Bear Advisors since 2024. Prior to his advisory role, Kontos worked as a Baseball Analyst for NBC Universal and held various positions with multiple Major League Baseball teams. He also serves as Director of Business Development at Bull & Bear LP, a global macro fund and private equity firm. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and oversight of custodial and held-away accounts. The firm employs a blend of fundamental, technical, and charting analysis, including the use of options and derivatives within separately managed accounts.

Options & derivatives strategies Private / alternative investments Real estate 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. He is currently a team member at Bull & Bear Advisors LLC, where he has worked since 2022. Prior to this, he was employed at Symphony Financial from 2017 to 2022 and Bernardi Securities from 2013 to 2016. He is also a salaried employee of Bull & Bear Fund. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management, written financial planning, and ongoing oversight of retirement and HSA accounts. The firm employs a combination of fundamental, technical, and charting analysis, including options and derivatives strategies, within separately managed accounts.

Options & derivatives strategies Private / alternative investments Real estate investing
user avatar

Paul T

CFP®, Series 65

Sarasota, FL

Bull & Bear Advisors LLC

Paul Turco is a CFP® and Series 65 credentialed advisor with five years of industry experience. He is currently with Bull & Bear Advisors LLC and previously worked at Alpha Advisors, Inc., as well as holding a long-term role with the San Francisco Giants. Turco is involved in a hedge fund, Bull and Bear Trading LP, and assists with data analysis for the fund. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management and financial planning, offering access to pooled investment vehicles including private hedge and venture capital funds. The firm employs a blend of fundamental, technical, and charting analysis and uses options and derivatives strategies within separately managed accounts.

Options & derivatives strategies Private / alternative investments Real estate investing
user avatar

Major B

Series 65

Fort Worth, TX

Bull & Bear Advisors LLC

Major Blair III is a financial advisor at Bull & Bear Advisors LLC with one year of industry experience. He holds a Series 65 credential and also works as a professional scout for the Texas Rangers Baseball, LLC. His prior experience includes roles with Bull & Bear, LP and the Texas Rangers. Bull & Bear Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and oversight of retirement and HSA accounts. The firm offers access to private hedge and venture capital funds and employs a blend of fundamental, technical, and charting analysis, using options and derivatives within separately managed accounts.

Options & derivatives strategies Private / alternative investments Real estate investing
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