BF, LLC

RIASEC Registered
Total AUM
$4.6M
Discretionary
$4.6M
100% of AUM
Avg account
$219K
Accounts
21
Employees
1
Advisory reps
1

Firm details

Headquarters
HOUSTON, Texas
CRD number
327273
Custodians
ALTRUIST FINANCIAL LLC
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Bf, LLC is a small, client-focused advisory firm that manages portfolios for individuals and small businesses on a discretionary basis. The firm charges a percentage-of-assets fee and concentrates on publicly traded mutual funds as its primary allocation vehicle. Bf, LLC does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser; its owner structure is an individual owner operating under an LLC. Portfolio construction appears conservative and funds-based rather than centered on direct stock selection or custom separately managed equity sleeves. Advisory activity is limited to portfolio management for private clients rather than institutional mandates or broad capital allocation services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 94%, Cash & Cash Equivalents 6%94%
  • Public Funds/Mutual Funds94%
  • Cash & Cash Equivalents6%

Contacts

1 of 1
  • LOWELL BASS

    Managing MemberCRD 827011

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
770 S Post Oak Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth