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Bbae Advisors LLC

Bbae Advisors LLC. CRD 269900

Bbae Advisors LLC logo

CRD: 269900

Bbae Advisors LLC

$1.2M Total AUM
$1.2M Disc. AUM
17.3% 3Y CAGR
3 Employees
148 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Apex ยท Vanguard
Clients
Retail
Platforms
--
Established Date
06-01-2015
Office Locations
1

Office Locations

7700 Windrose AVE Suite G300 Plano TX

About Bbae Advisors LLC

BBAE Advisors LLC powers the BBAE investing app, combining stock trading with proprietary research, AI-driven tools, analytics, thematic portfolios, and insider-activity tracking to help retail investors discover and manage ideas in one platform. Public filings indicate its managed accounts are implemented primarily with ETFs, with custody including Apex.

Team overview

-- AVG AGE
-- AVG AUM / ADVISOR
$8.3K AVG AUM / CLIENT
8.5 yrs AVG TENURE
3 Employees
0 Advisory Reps
1 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

R

RICHARD BARRY FREEMAN JR.

President

CRD
#4417442
Ownership
Less than 5%
Available
Available
Available
T

TYLER S KUSHERA

Chief Compliance Officer

CRD
#4332598
Ownership
Less than 5%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-15-2022
10-30-2023
03-28-2024
03-26-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $1,232,750 $8,329
Non-Discretionary $0 --
Total $1,232,750 $8,329

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Total Available Available

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