AdFi
BA

BBAE ADVISORS LLC

SEC Registered

Better Ideas for Better Investing

PLANO, TXhttps://bbae.com972-618-0043
Assets Under Management
Under $100M
Employees
3
Office Locations
1 office
Total Accounts
148

About the firm

BBAE is an investing platform that enables users to discover, analyze, and trade stocks seamlessly, offering actionable insights, expert research, AI-powered tools, and proprietary research all in one app.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net Worth

Areas of expertise

Stock TradingOptions TradingEtfsCopy TradingAI AnalysisInsider Trading DataThematic InvestingAutomated PortfoliosProprietary ResearchPro Investor PortfoliosReal-time Market Data+1 more

Services

Stock, ETF, and options trading; pro investor portfolio replication; copy trading via BBAE TownSquare; AI-powered stock analysis and SEC filing chatbot; proprietary research and InsiderEdge corporate insider trading analysis; curated investment themes; automated portfolios; IPO offerings; overnight trading; pre-market and after-hours trading

Who they serve

Self-directed investors ranging from seasoned investors to those just starting their investing journey

Client segmentClientsAssets managed
Individuals (Non-HNW)137$1.1M
High Net Worth Individuals11$150k

0 total clients reported on Form ADV.

Leadership

Richard Barry Freeman
PRESIDENT
Jimustock Holdings Ltd
MANAGING MEMBER

Office locations

1 office in 1 state
TX
PLANOHQ

Regulatory & compliance

CRD number
#269900
SEC Number
801-104469
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Minimum: $2,000

Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BBAE ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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BBAE ADVISORS LLC in PLANO, TX | AdvisorFinder