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BBJS FINANCIAL ADVISORS, LLC
CRD 115969File 801-121432
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$331.5M
Below cohort median (national)
Discretionary AUM
$327.1M
Non-discretionary $4.4M
Clients
90
84 accounts
Employees
3
Below cohort median in WA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 16, 2021
- Principal office
- 1501 FOURTH AVENUE, SUITE 2880, SEATTLE, WA, 98101
- Phone
- 206-682-4840
- Website
- HTTP://WWW.BBJSADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $331.5M
- Discretionary AUM
- $327.1M
- Non-discretionary AUM
- $4.4M
- Discretionary accounts
- 83
- Non-discretionary accounts
- 1
- Total accounts
- 84
- AUM per client
- $3.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 30 | $302.3M |
| Pension and profit sharing plans | Fewer than 5 | $2.0M |
| Individuals (other than high net worth individuals) | 59 | $27.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.