# BLBB Advisors

> BLBB Advisors is an SEC-registered investment advisory firm in Montgomeryville, PA, registered since 2006, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 139096
- Filed as: BLBB ADVISORS
- Legal name: BLB & B Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Montgomeryville, PA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/139096
- AdvisorCensus page: https://advisorcensus.com/firm/blbb-advisors-montgomeryville-pa-139096

## Quick answers

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

**Where is BLBB Advisors located?**
BLBB Advisors' principal office is in Montgomeryville, PA, according to its Form ADV.

**Is BLBB Advisors registered with the SEC or a state?**
BLBB Advisors is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 139096.

**How much does BLBB Advisors manage?**
BLBB Advisors reports $3,255,397,467 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (99% discretionary).

**How have BLBB Advisors' assets and staff changed since 2021?**
In the Form ADV data for BLBB Advisors: Regulatory assets under management: $1,688,435,566 in the October 2021 data and $3,255,397,467 in the October 2026 data, up 93%. Total employees: 26 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does BLBB Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (842); high net worth individuals (678); pension and profit sharing plans (but not the plan participants or government pension plans) (55).

**Which custodians does BLBB Advisors use?**
BLBB Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC, Pershing LLC and Tradepmr by Robinhood as custodians holding 10% or more of its separately managed account assets.

**Does BLBB Advisors 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/139096

**What changed in BLBB Advisors' recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC
- Pershing LLC
- Tradepmr by Robinhood

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,255,397,467
- Discretionary: $3,207,347,520
- Non-discretionary: $48,049,947

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 842 | $260,997,632 |
| High net worth individuals | 678 | $2,442,051,470 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 55 | $222,379,713 |
| Charitable organizations | 42 | $242,642,766 |
| Corporations or other businesses not listed above | 15 | $87,325,886 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2006 (20 years)
- Employees: 32 total, 12 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, MA, MD, ME, MN, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA, VT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blbb.com
- blbbadvisors.com
- Facebook @BLBB-Advisors
- Instagram @blbb_advisors
- LinkedIn @blbbadvisorsllc
- YouTube @blbbadvisors4917

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,688,435,566 | 26 | March 26, 2021 |
| October 2022 | $2,065,089,989 | 26 | March 29, 2022 |
| October 2023 | $1,878,944,558 | 26 | March 28, 2023 |
| October 2024 | $2,298,183,437 | 29 | March 25, 2024 |
| October 2025 | $2,739,761,758 | 28 | March 26, 2025 |
| October 2026 | $3,255,397,467 | 32 | September 1, 2026 |

Regulatory assets under management: $1,688,435,566 in the October 2021 data and $3,255,397,467 in the October 2026 data, up 93%.
Total employees: 26 in October 2021 and 32 in October 2026.

## Changes in the filing (last 12 months)

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

### April 2026
- Employees performing advisory functions went from 14 to 12.
- Regulatory assets under management went from $2,739,761,758 to $3,255,397,467 (+19%).
- Registered or notice-filed in AL, DC, VT.

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

### January 2026
- No longer registered or notice-filed in AL.

### December 2025
- Registered or notice-filed in ME.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. BLBB Advisors (CRD 139096): Form ADV filing data as of October 2026.