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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Atlas vertexWave zenith +more
- Established Date
- 01-07-2010
- Office Locations
- 1
Office Locations
About BH Asset Management, LLC
BH Asset Management, LLC is a New York–based RIA serving retail and institutional clients with tailored financial planning and portfolio management. The team builds strategies around each client’s goals, risk tolerance, income needs, tax position, and time horizon, with portfolios that are predominantly ETF-based alongside high-quality fixed income. Managing Director Charles E. Helme has led the firm since 2010; custody includes Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
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Fund Managers
Investment Themes
Platform
Services
Technology
Owner & Executives
CHARLES EDWARD ELY HELME
Managing Director, Managing Member
- CRD
- #712007
- Ownership
- Less than 5%
ROBERT FRANCIS SEARING
Advisor, Chief Compliance Officer, Chief Financial Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,048,000 | $1,035,823 |
| Non-Discretionary | $0 | -- |
| Total | $117,048,000 | $1,035,823 |
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Separately Managed Accounts
Total SMA Asset: $117,048,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $339,828,655 | 7.2% |
| U.S. Government/Agency | $910,929,590 | 19.3% |
| Cash | $448,385,031 | 9.5% |
| Corporate - Investment Grade | $1,118,602,657 | 23.7% |
| Derivatives | $788,213,686 | 16.7% |
| Municipal Bonds | $1,113,882,815 | 23.6% |
| Total | $4,719,842,434 | 100.0% |