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| Keyboard |
| BBJS Financial Advisors LLC
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|---|---|
| CRD # | 115969 |
| SEC # | 801-121432 |
| CIK # | 0001966040 |
| AUM | 331.5 M (2026-03-27) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 206-682-4840 |
| Address | 1501 Fourth Avenue, Suite 2880 Seattle, WA 98101 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Atlassian Corp PLC | 60.4 | ||
| Nvidia Corp | 5.8 | ||
| Microsoft Corp | 3.4 | ||
| Babcock & Wilcox Co | 2.8 | ||
| Ventas Inc | 1.0 | ||
| Crown Castle International Corp | 0.9 | ||
| American Tower Corp /MA/ | 0.9 | ||
| AMB Property Corp | 0.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 27.3 |
| (b) Individuals (high net worth individuals) | 30 | 302.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 84 | 331.5 |
| By Discretionary | ||
| Discretionary | 83 | 327.1 |
| Non-Discretionary | 1 | 4.4 |
| Total | 84 | 331.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 331.5 | |
| Total | 84 | 331.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001966040] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 3 |
| Serves | Retail |
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|---|---|---|
|
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The Hogan-Knotts Financial Group Inc
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|
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Dustin Blodgett Insight Capital LLC
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