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Bbae Advisors LLC

● SEC registered since 2015CRD 269900SEC# 801-104469Plano, TX
Export (members)
Reg. AUM
$1.2M
Employees
3
Accounts
148
Location
Plano, TX

Bbae Advisors LLC assets under management

Bbae Advisors LLC is an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2015. It reports $1.2 million in regulatory assets under management and employs 3 people.

Bbae Advisors LLC owners & executives

5 reported
NameTitleOwnershipSince
Bbae Holdings LLC ControlManaging MemberOver 75%2016
Richard Barry Freeman ControlPresidentUnder 5%2015
Tyler S Kushera ControlChief Compliance OfficerUnder 5%2020
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Frequently asked questions

How much does Bbae Advisors LLC manage?

Bbae Advisors LLC reports $1.2 million in regulatory assets under management on its Form ADV.

How many employees does Bbae Advisors LLC have?

Bbae Advisors LLC reports 3 employees.

Where is Bbae Advisors LLC located?

Bbae Advisors LLC is based in Plano, TX and has been SEC-registered since 2015.

Does Bbae Advisors LLC disclose fund performance?

Bbae Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7700 Windrose Ave, Suite G300, Plano, TX 75024
Phone972-618-0043
Fax972-618-0682
Office hours8a.m.-4p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.2M▲ 53%
Mar '25 — $805KApr '25 — $805KMay '25 — $805KJun '25 — $805KJul '25 — $805KAug '25 — $805KSep '25 — $805KOct '25 — $805KNov '25 — $805KDec '25 — $805KJan '26 — $805KFeb '26 — $805KMar '26 — $1.2MApr '26 — $1.2MMay '26 — $1.2MJun '26 — $1.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers

Assets under management

$1.2Mregulatory AUM
Discretionary $1.2M