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BLB&B Advisors, LLC
BLB&B Advisors, LLC (BLBB Advisors) is an independent, employee-owned, multi-custodial Registered Investment Adviser headquartered in Bryn Mawr, Pennsylvania. Founded in 1964, the firm provides fiduciary advice, comprehensive financial planning, and investment management services to individuals, families, business owners, endowments, and nonprofits. With a boutique approach complemented by capabilities typical of larger firms, BLBB Advisors currently employs between 11-50 staff members and prides itself on long-lasting client relationships and intergenerational financial guidance.
Investment Strategy
BLBB Advisors applies a personalized approach to portfolio construction, emphasizing asset allocation tailored to each client’s objectives through in-depth financial planning and consultation. The firm designs portfolios within nine distinct investment objectives (from Conservative Income to Aggressive Growth) and utilizes a mix of individual equities, bonds, ETFs, and select alternatives. Their process incorporates charting, fundamental, technical, and cyclical analysis, relying on broad, high-quality research sources. While most portfolios are discretionary, clients may impose restrictions. BLBB Advisors favors high-quality securities with attractive fundamentals, deploying models to ensure consistency and operational efficiency across accounts.
Latest 13F Filing Activity
BLB&B Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 268 equity positions with a total 13F market value of $2B. The fund increased holdings in Nvidia Corporation, Ishares TR, Vanguard Tax-managed FDS among other positions. BLB&B Advisors, LLC reduced exposure to Apple Inc., Take-two Interactive Softwar, Chevron Corp. New among others.
Top Holdings
Equity Positions (268)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VEA | VANGUARD TAX-MANAGED FDS | 8.66% | $185.4M | 3,251,331 | $46.24 | $57.01 | +$18.7M |
I IVV | ISHARES TR | 7.20% | $154.1M | 248,249 | $415.92 | $620.90 | +$20.5M |
I IJH | ISHARES TR | 6.39% | $136.7M | 2,203,629 | $53.26 | $62.02 | +$8.9M |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.75% | $123.2M | 2,490,439 | $44.67 | $49.46 | +$10.8M |
N NVDA | NVIDIA CORPORATION | 3.84% | $82.2M | 519,971 | $14.16 | $157.99 | +$25.0M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
J J Curtis Brewer | Portfolio Manager | Lafayette Hill, PA , United States | |
 | Trading Specialist | Glenside, PA , United States |
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