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LET BOB ADVISORY, LLC
CRD 321854File 801-126019
APPROVED
Retail clients
Filing as of Feb 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$29K
Bottom 25% of cohort (national)
Discretionary AUM
$29K
Clients
249
246 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Sep 26, 2022
- Principal office
- Not reported
- Phone
- 2052184597
- Website
- https://letbobtrade.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $29K
- Discretionary AUM
- $29K
- Non-discretionary AUM
- $0
- Discretionary accounts
- 246
- Non-discretionary accounts
- 0
- Total accounts
- 246
- AUM per client
- $116
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $0 |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 249 | $29K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
Advisory activities
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 1 | 249 | increased by248 |
| Mar 1, 2026 | AUM | $39,244 | $28,974 | decreased by$10,270 |
| Mar 1, 2026 | Accounts | 1 | 246 | increased by245 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $39,244 | increased by$39,244 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 1 | increased by1 |
| Oct 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LET BOB” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LET BOB” may also match similarly-named firms). Confirm identity against each filing.
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.