SourcingSourcing

BILL OPP FIXED INCOME ADVISORY SERVICE, LLC

B60
CRD 150087·SEC 801-71229
AUM
$309.8M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$929K
@ 30% margin
Est. Deal Value
$7.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BILL OPP FIXED INCOME ADVISORY SERVICE, LLC
CRD
150087
SEC file #
801-71229
EIN
—
DBA names
—

Economics

AUM
$309.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$188.0M → $309.8M▲ +65%
Client mix
Individuals High Net Worth1
Banking Institutions1

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
Fixed fees

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
OPP, WILLIS, RUEBEN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
OPP, WILLIS, RUEBEN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Top Owner CRD
353104
Trust Company Affiliate
No

People (1)

1
OPP, WILLIS, RUEBEN
IAR · Direct Owner · 87.5%
353104