$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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- 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
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Investment Themes
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Investment Vehicles
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Services
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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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Total AUM
Discretionary
Non-Discretionary
| 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
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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