B&
B & V Advisors, Llc
State-registered
Investment Adviser
CRD 148810
·
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ADV data as of Jan 29, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 6
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Joseph Veselka | Registered representative | Jan 2009 (18y) | ||
| Gary Patrick Trochta | Registered representative | Jan 2009 (18y) | ||
| James Steven Awalt | Registered representative | Jan 2009 (18y) | ||
| John C Flatowicz | Registered representative | Jan 2009 (18y) | ||
| Mark Richard Schaaf | Registered representative | Jan 2009 (18y) | ||
| Charles Fenton Weller | Registered representative | Jan 2009 (18y) |
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) | 01/29/2026 | 983 KB | 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
- • Other fees
- • PROMOTER FEES ONLY
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 29, 2026.
View current Form ADV (SEC/IAPD) ↗