BLACKBEAR CAPITAL, LLC

Overview

Blackbear Capital, LLC is a small, independent RIA that focuses on financial planning and portfolio management for individuals and small businesses while also operating as an insurance broker. The firm charges fees as a percentage of assets under management and manages both discretionary and non‑discretionary mandates. Its stated investment tilt favors equities, with a clear emphasis on exchange‑traded instruments as core portfolio holdings. The advisory scope is straightforward: comprehensive planning paired with portfolio implementation for individual and family clients. Blackbear Capital does not position itself as a multi‑state or pension consultant, nor does it emphasize ESG investing. Given the firm’s insurance activity, its product set includes insurance solutions and annuity strategies alongside the investment portfolios it manages.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices