# BKB Financial Advisors

BKB Financial Advisors is a RIA based in New York, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** bkbfa.com

## Regulatory record

- **CRD number:** 130733
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130733

## About

BKB Financial Advisors, LLC is a California-registered, fee-only investment adviser providing personal financial planning advice on an hourly or retainer basis. The firm addresses all aspects of financial planning, not just investment management, and helps clients design cost-effective investment portfolios appropriate for their needs without managing assets. Its goal is to increase clients' financial knowledge and help them make better financial decisions.

## People

- Barbara Krimsky Binder — Founder and President
- Bill — Investment Advisor

## Questions

### What asset classes does BKB Financial Advisors invest in?

The firm maintains a generalist allocation spanning public equities, fixed income, private equity fund commitments, direct co-investments, and real estate. Public filings indicate it has historically accessed venture capital and growth equity strategies through third-party fund managers. The portfolio is designed for multi-decade compounding rather than short-term liquidity.

### How does BKB Financial Advisors source its private investments?

Deal flow comes from the founding principal's decades-long network of Wall Street relationships, fund managers, and fellow family offices. The firm does not rely on sell-side auctions or intermediary-led processes. This relationship-based sourcing model allows it to access off-market opportunities that do not appear in typical pitch books.

## Related profiles

- [NFI Advisors](https://altss.com/profile/nfi-advisors-inc)
- [California Capital Management](https://altss.com/profile/california-capital-management)

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Last updated: 2026-08-11T15:06:13.093Z

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