BILLS ASSET MANAGEMENT

BILLS ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 114520). Regulatory assets under management: $63.2M.

Registration

• CRD: 114520
• SEC file number: 801-61871
• Type: Registered investment adviser
• Phone: 6153715928
• Latest filing: 2026-03-23
• Regulatory AUM: $63.2M
• Discretionary AUM: $63.2M
• Clients: 2
• Accounts: 319

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114520 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search