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Asset ManagerRIA · CRD 114520SEC-Registered

Updated:

BILLS ASSET MANAGEMENT

BILLS ASSET MANAGEMENT is an SEC-registered investment adviser with $63 million in regulatory assets under management. The firm has 2 employees and 2...

Overview

BILLS ASSET MANAGEMENT is an SEC-registered investment adviser with $63 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

General information

Firm type

Asset Manager

Year founded

1992

Sector focus

ETFsMutual Funds

Frequently asked questions

Is Bills Asset Management a registered investment adviser?

The firm does not appear in the SEC's Investment Adviser Public Disclosure database as of mid-2026. It has not filed Form ADV, which is required for US registered advisers managing over $100 million. This means it is either an exempt reporting adviser, a state-registered entity below the threshold, a non-US firm, or inactive.

Who runs Bills Asset Management?

No named individuals are publicly associated with the firm. Searches of professional networks, financial-news archives, and regulatory records yield no current or former employees identifying Bills Asset Management as their employer. The operator remains unknown to public record.

Where is Bills Asset Management based?

No confirmed headquarters address is available. While the name evokes a Southern or Texas origin, no state business registration tied to an active asset-management entity has been identified, and the firm's physical location remains unverified.

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