# Bill OPP Fixed Income Advisory Service, LLC

> Bill OPP Fixed Income Advisory Service, LLC is an SEC-registered investment advisory firm, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 150087
- Filed as: BILL OPP FIXED INCOME ADVISORY SERVICE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150087
- AdvisorCensus page: https://advisorcensus.com/firm/bill-opp-fixed-income-advisory-service-llc-150087

## Quick answers

**How is Bill OPP Fixed Income Advisory Service, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bill OPP Fixed Income Advisory Service, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Bill OPP Fixed Income Advisory Service, LLC registered with the SEC or a state?**
Bill OPP Fixed Income Advisory Service, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 150087.

**How much does Bill OPP Fixed Income Advisory Service, LLC manage?**
Bill OPP Fixed Income Advisory Service, LLC reports $309,800,000 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (0% discretionary).

**How have Bill OPP Fixed Income Advisory Service, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bill OPP Fixed Income Advisory Service, LLC: Regulatory assets under management: $300,000,000 in the October 2021 data and $309,800,000 in the October 2026 data, up 3%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bill OPP Fixed Income Advisory Service, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (1); banking or thrift institutions (1).

**Does Bill OPP Fixed Income Advisory Service, 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/150087

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $309,800,000
- Discretionary: $0
- Non-discretionary: $309,800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 1 | $4,800,000 |
| Banking or thrift institutions | 1 | $305,000,000 |
| Investment companies | 0 | Not reported |
| 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 individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $300,000,000 | 1 | March 23, 2021 |
| October 2022 | $355,000,000 | 1 | March 25, 2022 |
| October 2023 | $350,000,000 | 1 | February 2, 2023 |
| October 2024 | $298,850,000 | 1 | March 19, 2024 |
| October 2025 | $318,900,000 | 1 | January 27, 2025 |
| October 2026 | $309,800,000 | 1 | January 30, 2026 |

Regulatory assets under management: $300,000,000 in the October 2021 data and $309,800,000 in the October 2026 data, up 3%.
Total employees: 1 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bill OPP Fixed Income Advisory Service, LLC (CRD 150087): Form ADV filing data as of October 2026.