Blbb Advisors
Firm details
- Headquarters
- Montgomeryville, Pennsylvania
- CRD number
- 139096
- Registered since
- March 8, 2006
- Website
- blbb.com
- Custodians
- PERSHING LLC, FIDELITY DISTRIBUTORS COMPANY LLC, TRADEPMR BY ROBINHOOD
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI75.02%
- Individuals8.02%
- Charitable Organizations7.45%
- Pension & Profit Sharing Plans6.83%
- Corporations / Businesses2.68%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Blbb Advisors is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2006. The firm serves both individual and institutional clients, positioning itself as a capital allocator that blends financial planning, portfolio management for individuals and small businesses, pension consulting, manager selection, and educational programming. Its fee models include percentage-of-AUM arrangements, fixed fees, and other structures. Blbb Advisors reports it is not an active ESG investor. The firm has been recognized in industry rankings, appearing on Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020), and CNBC’s Top 100 Financial Advisory Firms lists in 2022 and 2025.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities33%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
- US Government Bonds2%
Owners & executives
3 of 3
William Karrash
Principal, CFO, Financial AdvisorCRD 2175578
John Lawton
Principal, Chief Executive Officer, Financial AdvisorCRD 2641370
Christopher Brown
Chief Compliance OfficerCRD 2014838
Contacts
3 of 18
Shelley D'imperio
Client Service AdministratorCRD 5188295
Jessica Long
Senior Client Service AdministratorCRD 5244565
Clifford Haugen
Principal, President & Financial AdvisorCRD 4416860
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 134Active vs passive
$1.7B in ETFs
92%
$1.6B
5%
$139M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $255M | 3,576,217 | 14.68% |
Location
Montgomeryville, PA
Montgomery
Location
Montgomeryville, PA
Headquartered in Montgomeryville, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 103 Montgomery Ave
- Time zone
- ET (UTC-5)
- Office locations
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