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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VectorRidge
- Established Date
- 01-28-2004
- Office Locations
- 1
Office Locations
About Bills Asset Management
Founded in 1992, Bills Asset Management is an SEC-registered, fee-only adviser focused on managed-risk, actively managed portfolios using dynamic tactical investing and capital preservation. The firm serves individuals, trusts, associations, corporations, and retirement plans (including 401(k)/403(b)). BAM invests primarily in no-load mutual funds and targets market-like returns with reduced volatility, aiming to capture ~75% of up markets while avoiding ~75% of down markets.
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Asset Classes
Custodian
Investment Themes
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Services
Technology
Owner & Executives
SAM CRUTCHER BILLS JR
Chief Compliance Officer, President
- CRD
- #4554774
- Ownership
- 50% but less than 75%
CARTER NATHANIEL BILLS
PARTNER, Portfolio Manager
- CRD
- #6815852
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,172,000 | $118,822 |
| Non-Discretionary | $0 | -- |
| Total | $63,172,000 | $118,822 |
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Separately Managed Accounts
Total SMA Asset: $63,172,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,441,848,788 | 38.7% |
| Public Funds | $3,548,572,781 | 39.9% |
| Cash | $1,903,244,549 | 21.4% |
| Total | $8,893,666,118 | 100.0% |