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Bbjs Financial Advisors, LLC

Bbjs Financial Advisors, LLC. CRD 115969

Bbjs Financial Advisors, LLC logo

CRD: 115969

Bbjs Financial Advisors, LLC

Seattle, WA, 98101
2066824840
www.bbjsadvisors.com
$331.5M Total AUM
$327.1M Disc. AUM
14.8% 3Y CAGR
3 Employees
93 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
Clients
Retail and Institutional
Platforms
Atlas
Established Date
10-30-2000
Office Locations
1

Office Locations

1501 Fourth Ave. Suite 2880 Seattle WA

About Bbjs Financial Advisors, LLC

BBJS Financial Advisors, LLC is an SEC-registered, independent RIA providing comprehensive financial planning and investment management, including portfolio reviews, retirement, insurance, tax, and estate planning. The firm emphasizes disciplined asset allocation, tax-efficient strategies, and academic research, tailoring plans to each client’s goals through a high-touch fiduciary, fee-only approach. Works alongside an affiliated CPA firm for tax planning and compliance and serves clients nationwide.

Team overview

-- AVG AGE
$165.8M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
14 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Oak North catalyst Ridge Crest Delta pathway

Client Personas

Delta

Custodian

Vertex focus Ridge Pathway Crest capital Vital

Investment Themes

North oak Ridge signal Matrix legacy

Investment Vehicles

Delta radial Alpha

Platform

Unison

Services

Signal Glacier atlas Momentum Legacy momentum Ridge delta Radial Pathway Optima Timber Horizon Zenith glacier

Technology

Peak meridian

Owner & Executives

W

WILLIAM FRANCIS SERRES II

Chief Compliance Officer, President

CRD
#4487287
Ownership
75% or more
(222) 811-4977
vital.glacier@alphacapital.com
in linkedin.com/in/vertex-crest

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Contacts

L

LI TANG

Chief Compliance Officer

CRD
#4907676
(639) 984-2693
crest.vertex@bridgecapital.com
in linkedin.com/in/vector-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-11-2022
03-29-2023
07-26-2024
03-14-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $327,134,700 $3,941,382
Non-Discretionary $4,390,500 $4,390,500
Total $331,525,200 $3,946,729

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Separately Managed Accounts

Total SMA Asset: $331,525,200

$331.5M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $7,578,598,302 100.0%
Total $7,578,598,302 100.0%

13F Holdings | Q3 2024

Issuer Class Cusip Ticker % Value
BEACON PEAK QUANTUM NORTH 840DG6WCK UPVEX 6.18% $29,351,327
HORIZON VITAL OPTIMA ALPHA JHU8RYDUZ HWRQ 12.58% $108,910,503
BEACON EAGLE PATHWAY HARBOR EMBER 8AURN09D4 SULW 12.54% $72,600,170
LEGACY CREST VERTEX VECTOR CATALYST 09HEFE4IP WOLKD 7.69% $39,722,766
VECTOR SIGNAL ATLAS NORTH CREST LXH4DJ3VW VGNB 7.72% $86,640,562
OPTIMA ALPHA OPTIMA PIONEER 78PPGZL5V GDQ 5.34% $105,635,458
VERTEX TIMBER PEAK EAGLE ATLAS KE5A2QKEP DQUQW 5.52% $105,815,739
MOMENTUM BEACON SIGNAL TIMBER VECTOR FU92L14MX VVVJM 11.80% $8,403,675

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