BMA ADVISORS, LLC

BMA ADVISORS, LLC of ROLLING HILLS ESTATES, CA is an SEC-registered investment adviser (CRD 124299). Regulatory assets under management: $24.3M.

Registration

• CRD: 124299
• SEC file number: 801-62002
• Type: Registered investment adviser
• Location: 672 C SILVER SPUR ROAD, ROLLING HILLS ESTATES, CA, 90274
• Phone: 310-544-3545
• Latest filing: 2026-02-20
• Regulatory AUM: $24.3M
• Discretionary AUM: $24.3M
• Clients: 4
• Accounts: 111

Business model

Compensation: % of AUM.

Clients served: 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 124299 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search