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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

BULL & BEAR CAPITAL ADVISORS, LLC

CRD 137453

JACKSONVILLE, FL

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Search this name across graphsid dfx:ria:c4643f95-d529-0fe8-7d26-62b5e2496cf9

Data as of May 16, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2012 to May 16, 2012
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $39.1MItem 5.F on the latest filing (2012-05-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $39.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Accounts: 205
SEC number: 801-67786
CRD: 137453
Filings on the tape: 3
First filed: Mar 26, 2012
Latest filed: May 16, 2012
Organised: Limited Liability Company, Florida

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW BRIAN BISHOP	Certified Financial Planner\|Chartered Financial Consultant	JACKSONVILLE, FL	0	32	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BISHOP, MATTHEW, BRIAN	MANAGER & MEMBER	E	yes	07/2007	Mar 26, 2012	May 16, 2012
BISHOP, MATTHEW, BRIAN	MANAGING PRINCIPAL	Na	yes	12/1998	Mar 26, 2012	May 16, 2012
MDP GROUP, P.L.	MEMBER/PARENT/HOLDING COMPANY	E	yes	12/2007	Mar 26, 2012	May 16, 2012

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BULL & BEAR BROKERAGE SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Mar 26, 2012	$39.1M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$39.1M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Registered with (3)

← MATTHEW BRIAN BISHOPAdvisorregistration: current employment
Dec 15, 2025 to presentfactForm ADV
← ROBERT RONALD LIGGEROAdvisorregistration: previous registration
Jun 27, 2003 to Jul 1, 2011factForm ADV
← GLENN DALE WEYANDAdvisorregistration: previous registration
Nov 24, 2004 to Mar 12, 2008factForm ADV

Controls (2)

← BISHOP, MATTHEW, BRIANOwnerMANAGER & MEMBER, ownership code E, individual
Mar 26, 2012 to presentfactForm ADV
← MDP GROUP, P.L.OwnerMEMBER/PARENT/HOLDING COMPANY, ownership code E, domestic entity
Mar 26, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4643f95-d529-0fe8-7d26-62b5e2496cf9
First observed: Mar 26, 2012
Last observed: May 16, 2012 174 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BULL & BEAR CAPITAL ADVISORS, LLC

CRD 137453

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c4643f95-d529-0fe8-7d26-62b5e2496cf9

Data as of May 16, 2012 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW BRIAN BISHOP

Certified Financial Planner|Chartered Financial Consultant

JACKSONVILLE, FL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BISHOP, MATTHEW, BRIAN

MANAGER & MEMBER

yes

07/2007

Mar 26, 2012

May 16, 2012

BISHOP, MATTHEW, BRIAN

MANAGING PRINCIPAL

yes

12/1998

Mar 26, 2012

May 16, 2012

MDP GROUP, P.L.

MEMBER/PARENT/HOLDING COMPANY

yes

12/2007

Mar 26, 2012

May 16, 2012

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BULL & BEAR BROKERAGE SERVICES, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Mar 26, 2012

$39.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$39.1M

n/a