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B••••••••• ADVISORS, LLC, CRD 300012
LINCOLN, NE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| C•••• S••••••• B••••• | n/a | LINCOLN, NE | 7 | 29 | 3 | no |
| A••• N••••• B••••••• | n/a | Goffstown, NH | LINCOLN, NE | 7 | 35 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••••• C••••• S••••••• | Trustee | E | yes | 01/2023 | Dec 18, 2018 | Nov 12, 2024 |
| B•••••• C••••• S••••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 12/2018 | Dec 18, 2018 | Nov 12, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 31, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 12.5% | 0 | 0 | 0 | 0 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $784M | $685M | 14.5% | $455M | 19.9% | 12 | 10 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| K••••• A••••••• S•••••••• L•• | 2 | Nov 18, 2019 | Mar 15, 2019 | LINCOLN, NE | Team lift out | Ibd to RIA | 0.2% |
| no |
| B•••• L••••• B••••••• | n/a | Manchester, NH | LINCOLN, NE | 7 | 39 | 3 | no |
| L•••• D••• F•••• | Chartered Financial Consultant | LINCOLN, NE | 7 | 42 | 4 | no |
| L•••• T•••• N••••••• | n/a | LINCOLN, NE | 3 | 12 | 1 | no |
| N•••• J• K••••• | n/a | LINCOLN, NE | 0 | 34 | n/a | no |
| A••• R••••• S••• | n/a | LINCOLN, NE | 0 | 11 | n/a | no |
| J•••• D••••• | n/a | LINCOLN, NE | 0 | 13 | n/a | no |
| Owner |
| E |
| yes |
| 01/2023 |
| Jan 5, 2023 |
| Nov 12, 2024 |
| $784M |
| $783M |
| 12 |
| 7 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 29, 2025 | $685M | $662M | 10 | 5 | 0 | n/a | n/a |
| 2023 | Mar 20, 2024 | $517M | $517M | 11 | 4 | 0 | n/a | n/a |
| 2022 | Mar 24, 2023 | $455M | $455M | 7 | 3 | 0 | n/a | n/a |
| 2021 | Feb 11, 2022 | $442M | $439M | 8 | 3 | 0 | n/a | n/a |
| 2020 | Jan 21, 2021 | $328M | $324M | 6 | 3 | 0 | n/a | n/a |
| 2019 | Mar 4, 2020 | $234M | $231M | 6 | 3 | 0 | n/a | n/a |