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Blb & B Advisors, LLC

● SEC registered since 2006CRD 139096SEC# 801-65840Montgomeryville, PA
Export (members)
Reg. AUM
$3.26B
Employees
32
Accounts
3,957
Location
Montgomeryville, PA

Blb & B Advisors, LLC assets under management

Blb & B Advisors, LLC is an SEC-registered investment adviser based in Montgomeryville, PA. The firm has been registered since 2006. It reports $3.3 billion in regulatory assets under management and employs 32 people.

Blb & B Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Blb&b Holdings, LLC ControlHolding CompanyOver 75%2012
Christopher Fearon Brown ControlChief Compliance OfficerUnder 5%2019
Clifford Peter Haugen ControlPresidentUnder 5%2015
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Frequently asked questions

How much does Blb & B Advisors, LLC manage?

Blb & B Advisors, LLC reports $3.3 billion in regulatory assets under management on its Form ADV.

How many employees does Blb & B Advisors, LLC have?

Blb & B Advisors, LLC reports 32 employees.

Where is Blb & B Advisors, LLC located?

Blb & B Advisors, LLC is based in Montgomeryville, PA and has been SEC-registered since 2006.

Does Blb & B Advisors, LLC disclose fund performance?

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

Contact & registration

Address103 Montgomery Avenue, Montgomeryville, PA 18936
Phone215-643-9100
Fax215-643-9106
Office hours9:00-5:00
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$3.26B▲ 19%
Mar '25 — $2.74BApr '25 — $2.74BMay '25 — $2.74BJun '25 — $2.74BJul '25 — $2.74BAug '25 — $2.74BSep '25 — $2.74BOct '25 — $2.74BNov '25 — $2.74BDec '25 — $2.74BJan '26 — $2.74BFeb '26 — $2.74BMar '26 — $3.26BApr '26 — $3.26BMay '26 — $3.26BJun '26 — $3.26B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers

Assets under management

$3.26Bregulatory AUM
Discretionary $3.21BNon-discretionary $48M