Bills Asset Management

Overview

Bills Asset Management is an independent, partnership‑structured registered investment adviser that focuses on fee‑based portfolio management and financial planning for individuals, families and small businesses. The firm combines discretionary portfolio management with insurance brokerage services, charging clients a percentage of assets under management. Its investment posture is equity‑centric: exchange‑traded equities form the largest portion of client portfolios, while the firm also uses mutual funds and targeted alternative exposure to supplement core holdings. Bills Asset Management was named a Top RIA Firm by FA Magazine in 2020. The firm serves a mix of individual/family and institutional clients, operates primarily on a discretionary basis and does not position itself as a capital allocator running proprietary private funds. It is not an active ESG investor and appears to operate from a localized footprint rather than as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices