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Bsias Advisors, LLC

Anaheim, CAState-registered investment adviserCRD 128576

Filed as BSIAS ADVISORS, LLC

Bsias Advisors, LLC is a state-registered investment advisory firm in Anaheim, CA, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

22 years
registered since 2004
$56,933,791
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Bsias Advisors, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Bsias 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 Bsias Advisors, LLC located?

Bsias Advisors, LLC's principal office is in Anaheim, CA, according to its Form ADV.

Is Bsias Advisors, LLC registered with the SEC or a state?

Bsias Advisors, LLC is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 128576.

How much does Bsias Advisors, LLC manage?

Bsias Advisors, LLC reports $56,933,791 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

What types of clients does Bsias Advisors, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (44); high net worth individuals (30).

Does Bsias 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128576

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$56,933,791

$56,933,791 as of October 2026, filing dated March 31, 2026.

Discretionary: $56,933,791.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 44 Assets $49,882,146 (88%)
High net worth individuals
Clients 30 Assets $7,051,645 (12%)
Banking or thrift institutions
Clients Not reported Assets $0 (0%)
Investment companies
Clients Not reported Assets $0 (0%)
Business development companies
Clients Not reported Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients Not reported Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Not reported Assets $0 (0%)
Charitable organizations
Clients Not reported Assets $0 (0%)
State or municipal government entities (including government pension plans)
Clients Not reported Assets $0 (0%)
Other investment advisers
Clients Not reported Assets $0 (0%)
Insurance companies
Clients Not reported Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients Not reported Assets $0 (0%)
Corporations or other businesses not listed above
Clients Not reported Assets $0 (0%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2004 (22 years)
Employees
Total: 2. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
2 states or jurisdictions
CANV

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I

Not reported.

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Bsias Advisors, LLC (CRD 128576): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/bsias-advisors-llc-anaheim-ca-128576