Bh Asset Management, Llc
- Regulatory AUM
- $136M
- Discretionary
- $136M
- Clients
- 95
- Avg AUM / client
- $1.4M
- Accounts
- 96
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 17 | $2.1M | 1.51% |
| High net worth individuals | 78 | $132M | 97.0% |
| Corporations and other businesses | Fewer than 5 clients | $2.0M | 1.46% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Helme, Charles, Edward Ely | Managing Director, Managing Member | Jul 2010 (16y) | ≈ 25% – 56.25% via Kidderbrook, Llc | |
| Searing, Robert, Francis | Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer | Jan 2012 (15y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Kidderbrook, Llc | Member | Jul 2010 | A | 50% – 75% |
| Apollon Holdings Llc | Member | Mar 2020 | A | 25% – 50% |
| Middlebrook, Llc | Member | Sep 2011 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Helme, Charles, Edward Ely: 50% – 75% of Kidderbrook, Llc × 50% – 75% direct ≈ 25% – 56.25% of the firm
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) | 07/06/2026 | 958 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
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $63.6M (47% of AUM) Jul 2026
- Morgan Stanley $13.1M (10% of AUM) Jul 2026
- Comerica Securities,Inc. $11.4M (10% of AUM) Apr 2024
- Charles Schwab & Co. $7.0M (8% of AUM) Jul 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗