# B1B Financial Solutions

> B1B Financial Solutions is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 307249
- Filed as: B1B FINANCIAL SOLUTIONS
- Legal name: B1B Financial Solutions LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Missouri
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307249
- AdvisorCensus page: https://advisorcensus.com/firm/b1b-financial-solutions-307249

## Quick answers

**How is B1B Financial Solutions compensated?**
On its Form ADV (Item 5.E, October 2026), B1B Financial Solutions reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is B1B Financial Solutions registered with the SEC or a state?**
B1B Financial Solutions is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307249.

**How much does B1B Financial Solutions manage?**
B1B Financial Solutions reports $59,908,034 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**What types of clients does B1B Financial Solutions serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (22).

**Does B1B Financial Solutions report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307249

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $59,908,034
- Discretionary: $59,908,034
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $11,616,067 |
| High net worth individuals | 22 | $48,291,967 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. B1B Financial Solutions (CRD 307249): Form ADV filing data as of October 2026.