# Bexil Advisers LLC

> Bexil Advisers LLC is an SEC-registered investment advisory firm in Walpole, NH, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 154387
- Filed as: BEXIL ADVISERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Walpole, NH
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154387
- AdvisorCensus page: https://advisorcensus.com/firm/bexil-advisers-llc-walpole-nh-154387

## Quick answers

**How is Bexil Advisers LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bexil Advisers 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 Bexil Advisers LLC located?**
Bexil Advisers LLC's principal office is in Walpole, NH, according to its Form ADV.

**Is Bexil Advisers LLC registered with the SEC or a state?**
Bexil Advisers LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154387.

**How much does Bexil Advisers LLC manage?**
Bexil Advisers LLC reports $306,578,137 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**How have Bexil Advisers LLC's assets and staff changed since 2021?**
In the Form ADV data for Bexil Advisers LLC: Regulatory assets under management: $213,388,232 in the October 2021 data and $306,578,137 in the October 2026 data, up 44%. Total employees: 8 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bexil Advisers LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Bexil Advisers 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/154387

**What changed in Bexil Advisers LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $262,396,999 to $306,578,137 (+17%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $306,578,137
- Discretionary: $306,578,137
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 1 | $306,578,137 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2010 (15 years)
- Employees: 10 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bexil.com](https://bexil.com)
- [bexilinvestmenttrust.com](https://bexilinvestmenttrust.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $213,388,232 | 8 | July 7, 2021 |
| October 2022 | $307,697,966 | 8 | March 2, 2022 |
| October 2023 | $248,599,319 | 10 | February 10, 2023 |
| October 2024 | $267,248,648 | 10 | February 1, 2024 |
| October 2025 | $262,396,999 | 10 | February 3, 2025 |
| October 2026 | $306,578,137 | 10 | February 17, 2026 |

Regulatory assets under management: $213,388,232 in the October 2021 data and $306,578,137 in the October 2026 data, up 44%.
Total employees: 8 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $262,396,999 to $306,578,137 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bexil Advisers LLC (CRD 154387): Form ADV filing data as of October 2026.