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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- HorizonOptima pathway +more
- Established Date
- 03-08-2006
- Office Locations
- 2
Office Locations
About Blbb Advisors
BLBB Advisors is a family-oriented financial planning and wealth management firm with a 60+ year legacy serving generations of families, nonprofit organizations, and business owners. The team delivers tailored wealth advisory work through deep planning conversations and ongoing guidance, including retirement and legacy considerations. Portfolios commonly use public funds and ETFs alongside fixed income.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHRISTOPHER FEARON BROWN
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
CLIFFORD PETER HAUGEN
Financial Advisor, General Partner, President
- CRD
- #4416860
- Ownership
- Less than 5%
Bridge fusion
Harbor horizon delta
- CRD
- #62261
- Ownership
- 47.7%
Showing 2 of 4 owners & executives
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EDWARD JOSEPH BARNES
Financial Advisor
- CRD
- #3022178
LAURA WAY BREWER
Financial Advisor, General Partner
- CRD
- #1321172
Wave vital
Atlas vertex
- CRD
- #18030
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,207,347,520 | $819,665 |
| Non-Discretionary | $48,049,947 | $1,092,044 |
| Total | $3,255,397,467 | $822,693 |
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Separately Managed Accounts
Total SMA Asset: $3,255,397,467
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $459,091,441 | 6.4% |
| Equity - Exchange | $1,377,274,323 | 19.2% |
| Corporate - Investment Grade | $1,621,166,651 | 22.6% |
| Municipal Bonds | $652,770,643 | 9.1% |
| Cash | $1,520,740,398 | 21.2% |
| U.S. Government/Agency | $1,542,260,308 | 21.5% |
| Total | $7,173,303,764 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE PIONEER | FOCUS PIONEER | K1YD2ETT9 | LFAKL | 4.89% | $46,840,953 |
| ATLAS BEACON | CATALYST OPTIMA | X41EQ4ONC | WBCID | 3.42% | $111,613,188 |
| BEACON GLACIER WAVE | CREST FOUNDATION | 0ZVY9AMQJ | ZCIDR | 11.91% | $5,537,585 |
| OAK OPTIMA LEGACY | VECTOR PATHWAY | TQYU5Z1HB | JXRT | 3.71% | $96,950,138 |
| NORTH ELEMENT | ELEMENT SIGNAL | TBQHNZGWS | RKA | 4.76% | $45,071,421 |
| ATLAS RIDGE | LEGACY NORTH | UST4GDH44 | EGW | 1.88% | $14,601,913 |
| VECTOR PATHWAY | CATALYST QUANTUM | 58EBW63V0 | PGCKP | 0.87% | $89,700,732 |
| OAK PRIME | MOMENTUM QUANTUM | FK5A5HFSH | KGAJ | 9.39% | $11,108,030 |