# Bbae Advisors LLC

> Bbae Advisors LLC is an SEC-registered investment advisory firm in Plano, TX, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 269900
- Filed as: BBAE ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plano, TX
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/269900
- AdvisorCensus page: https://advisorcensus.com/firm/bbae-advisors-llc-plano-tx-269900

## Quick answers

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

**Where is Bbae Advisors LLC located?**
Bbae Advisors LLC's principal office is in Plano, TX, according to its Form ADV.

**Is Bbae Advisors LLC registered with the SEC or a state?**
Bbae Advisors LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 269900.

**How much does Bbae Advisors LLC manage?**
Bbae Advisors LLC reports $1,232,750 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**How have Bbae Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Bbae Advisors LLC: Regulatory assets under management: $969,787 in the October 2021 data and $1,232,750 in the October 2026 data, up 27%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bbae Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (137); high net worth individuals (11).

**Does Bbae Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/269900

**What changed in Bbae Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $805,459 to $1,232,750 (+53%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,232,750
- Discretionary: $1,232,750
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 137 | $1,082,457 |
| High net worth individuals | 11 | $150,293 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 0 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bbae.com
- X @BBAEPro
- YouTube @bbaepro

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $969,787 | 3 | June 29, 2021 |
| October 2022 | $723,467 | 3 | July 28, 2022 |
| October 2023 | $184,791 | 3 | September 28, 2023 |
| October 2024 | $315,380 | 3 | March 28, 2024 |
| October 2025 | $805,459 | 3 | March 26, 2025 |
| October 2026 | $1,232,750 | 3 | March 26, 2026 |

Regulatory assets under management: $969,787 in the October 2021 data and $1,232,750 in the October 2026 data, up 27%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $805,459 to $1,232,750 (+53%).

### March 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bbae Advisors LLC (CRD 269900): Form ADV filing data as of October 2026.