BMA Advisors, LLC

Overview

BMA Advisors, LLC is a small, fee-based advisory boutique focused on discretionary portfolio management for individuals and small businesses. The firm’s asset allocation shows a clear equity tilt: the bulk of client assets are held in exchange-traded equities, reflecting a preference for liquid, market-traded instruments that support tactical shifts and tax management. BMA Advisors uses third-party managers for alternative exposure, specifically hedge funds, and supplements core equity positions with mutual funds where appropriate. The firm does not position itself as an ESG-focused manager. Service delivery is oriented toward individual and family clients, with an owner-operated structure and a hands-on approach to portfolio implementation. Given the modest scale of assets under management, the firm is positioned as a regional advisor serving mass-affluent relationships rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices