# BBJS Financial Advisors, LLC

> BBJS Financial Advisors, LLC is an SEC-registered investment advisory firm in Seattle, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 115969
- Filed as: BBJS FINANCIAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115969
- AdvisorCensus page: https://advisorcensus.com/firm/bbjs-financial-advisors-llc-seattle-wa-115969

## Quick answers

**How is BBJS Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), BBJS Financial Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does BBJS Financial Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is BBJS Financial Advisors, LLC located?**
BBJS Financial Advisors, LLC's principal office is in Seattle, WA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is BBJS Financial Advisors, LLC registered with the SEC or a state?**
BBJS Financial Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 115969.

**How much does BBJS Financial Advisors, LLC manage?**
BBJS Financial Advisors, LLC reports $331,525,200 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (99% discretionary).

**How have BBJS Financial Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for BBJS Financial Advisors, LLC: Regulatory assets under management: $193,495,000 in the October 2021 data and $331,525,200 in the October 2026 data, up 71%. Total employees: 1 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 BBJS Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (59); high net worth individuals (30); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does BBJS Financial 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/115969

**What changed in BBJS Financial Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $291,189,040 to $331,525,200 (+14%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 1% of assets a year

> Our fees are based on a percentage of the assets under management. The fee will be a 1% of the market value of all assets in their account on the last trading day of each calendar quarter in arrears. All fees are negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $331,525,200
- Discretionary: $327,134,700
- Non-discretionary: $4,390,500

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $27,268,500 |
| High net worth individuals | 30 | $302,295,400 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,961,300 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bellevue, WA

### Websites listed on Form ADV (Item 1.I)
- bbjsadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $193,495,000 | 1 | June 15, 2021 |
| October 2022 | $284,472,792 | 1 | March 11, 2022 |
| October 2023 | $221,384,450 | 1 | March 29, 2023 |
| October 2024 | $259,875,549 | 2 | July 26, 2024 |
| October 2025 | $291,189,040 | 2 | March 14, 2025 |
| October 2026 | $331,525,200 | 3 | March 27, 2026 |

Regulatory assets under management: $193,495,000 in the October 2021 data and $331,525,200 in the October 2026 data, up 71%.
Total employees: 1 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $291,189,040 to $331,525,200 (+14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BBJS Financial Advisors, LLC (CRD 115969): Form ADV filing data as of October 2026.