Bmb Advisers Llc
- Regulatory AUM
- $656M
- Discretionary
- $656M
- Clients
- 34
- Avg AUM / client
- $19.3M
- Accounts
- 71
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 30 | $611M | 93.1% |
| Pension and profit sharing plans | 2 | $2.7M | 0.41% |
| Charitable organizations | 2 | $42.4M | 6.46% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Debra Joan Bonseigneur | Member | Mar 1999 (27y) | 10% – 25% | |
| Stephen Michalski | Member/Chief Compliance Officer | Mar 1999 (27y) | 10% – 25% | |
| William Charles Broder | Managing Member | Mar 1999 (27y) | 50% – 75% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $441M (67% of AUM) Mar 2026
- RBC $136M (21% of AUM) Mar 2026
- Wells Fargo $78.6M (12% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗