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Bull Group Advisors Ltd (Cincinnati)


Bull Group Advisors Ltd is an adviser based in Cincinnati. It manages $59.59 million of regulatory assets for 301 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Indiana, Kentucky, and Ohio.

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Bull Group Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bull Group Advisors: assets under management

The assets under management (AUM) of Bull Group Advisors Ltd is $59.59 million. The firm's AUM has gone down by -16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $59.21 million in discretionary accounts and $375.34 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200.73 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $62.56 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bull Group Advisors Ltd for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Cincinnati

The principal office where Bull Group Advisors Ltd performs its advisory services is located at 9435 Waterstone Boulevard, Cincinnati, OH 45249 8227, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 513-573-0440 or by fax 513-573-0361. The normal business hours are 8:00am - 4:30pm on Monday - Friday. You can find more information about the New York firm at www.bullgroup.com.


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