Bbae Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plano, TX. Its latest Form ADV filing, dated March 26, 2026, reports $1M in regulatory assets under management, 3 employees, and 148 accounts.
Assets Under Management
$1M
Employees
3
Offices
--
Total Clients
148
Primary office
PLANO, TX
7700 WINDROSE AVE, SUITE G300, PLANO, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.6% of total clients.
Top client categories% of clientsClients
1
Individuals
92.6%
137
2
HNWI
7.4%
11
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1Mas of March 26, 2026
Discretionary100.0%
$1M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1M
Total Accounts148
10Y AUM Change$-69M (-98.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee49:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.