BSIAS ADVISORS, LLC

Overview

Bsias Advisors, LLC is a small, owner-operated investment adviser that focuses on managing portfolios for individuals and families, including small-business owners. The firm is organized as a limited liability company and combines its advisory work with accounting services, which suggests a tilt toward tax-aware financial planning and integrated wealth management. Investment activity centers on public equities and exchange-traded vehicles; the firm appears to run discretionary equity-focused portfolios and charges clients a percentage-of-assets fee. Manager allocation preferences emphasize liquid, publicly traded instruments for the bulk of client assets, while selectively using third-party managers for alternative exposure in real estate. The adviser’s profile and client base point to a hands-on, client-level approach rather than institutional or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices