RIA Intel›Advisers›West Virginia›BLACKBEAR CAPITAL, LLC

BLACKBEAR CAPITAL, LLC

Advisory

RIPLEY, WV

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$208K
across 181 accounts
AUM per adviser
$19M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$38M
Discretionary %
66.9%
Clients
178
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$38M
Discretionary AUM$25M
Non-Discretionary AUM$12M
Discretionary %66.9%
Total Clients178
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWV
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WV

Closest by assets under management. All figures from Form ADV.

BELL SANDRA PARKER
PARKERSBURG, WV
$38M
-12.7% 1Y
WNA WEALTH MANAGEMENT, LLC
CHARLESTON, WV
$32M
JACOBS & COMPANY
CHARLESTON, WV
$29M
-6.0% 1Y
BLACKWATER FINANCIAL, LLC
$47M
RETIREMENT PLANNING CONSULTANTS INC
SOUTH CHARLESTON, WV
$27M
APPALACHIAN ASSET MANAGEMENT
CHARLESTON, WV
$25M
+31.4% 1Y

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