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Matthew Brian Bishop

BULL & BEAR CAPITAL ADVISORS, LLC·JACKSONVILLE, Florida
CFPChFCSeries 14Series 53Series 27Series 24Series 99Series 7Series 6Series 65Series 63SIE
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6817 SOUTHPOINT PARKWAY, JACKSONVILLE, FL 32216CRD# 2298300Firm CRD# 137453
01

About

Matthew Brian Bishop is a registered financial advisor based in JACKSONVILLE, Florida, affiliated with BULL & BEAR CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BULL & BEAR CAPITAL ADVISORS, LLC
BULL & BEAR CAPITAL ADVISORS, LLC
AUM
$39M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at BULL & BEAR CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2298300
Firm CRD# 137453
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Matthew Brian Bishop offer?
Matthew Brian Bishop specializes in Financial Planning, Investment Management. Contact their office in JACKSONVILLE, Florida for a consultation.
What are Matthew Brian Bishop's credentials?
Matthew Brian Bishop holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Matthew Brian Bishop located?
Matthew Brian Bishop is based in JACKSONVILLE, Florida, working with BULL & BEAR CAPITAL ADVISORS, LLC. Their office serves clients in the JACKSONVILLE metropolitan area and surrounding communities.
How does Matthew Brian Bishop charge for services?
Matthew Brian Bishop's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BULL & BEAR CAPITAL ADVISORS, LLC?
BULL & BEAR CAPITAL ADVISORS, LLC has approximately 11 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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