Bills Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,644,000
Clients
193
Advisors
2
of 2 employees
About
Bills Asset Management is a small partnership-style advisory firm that manages roughly $63 million for about 193 clients, serving individuals, business entities, trusts, estates and charitable organizations. The firm provides discretionary portfolio management as its core service and also offers non-discretionary management or allocation recommendations for variable life/annuity products and employer-sponsored retirement plans.
The firm implements proprietary asset-allocation programs (labeled Conservative, Moderate and Aggressive) and uses a mix of fundamental, technical and charting analysis to manage accounts. Investment strategies include long- and short-term purchases and, where authorized by clients, short sales and margin usage; the firm may also recommend pooled vehicles that provide indirect exposure to cryptocurrencies, with opt-out available to clients.
Compared with many peers, the firm’s principals are licensed life insurance producers and may recommend insurance products for which commissions could be received, a relationship the brochure discloses as a potential conflict of interest. The team also includes credentialed planners and a licensed CPA, maintains a trade-error reimbursement policy that offsets losses but does not credit gains back to accounts, and operates its programs to comply with Rule 3a‑4 for separately managed mutual fund/ETF allocation accounts.
Client services
Expertise
Fee options
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001+: Negotiable
Commissions may be earned on life insurance products if purchased, but not from investment advisory services
Fee-only: Fee-only basis, no commissions on securities or investment products
Main office
Nashville TN
Advisors at this office
2
Most active in
Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Sam B
CFP®
Nashville, TN
Bills Asset Management
Sam Bills is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Bills Asset Management since 2000. He operates in a small firm environment alongside one other advisor in Nashville, TN. Bills Asset Management provides discretionary portfolio management and advisory services to individuals, business entities, trusts, estates, and charitable organizations. The firm employs proprietary asset-allocation programs and uses a combination of charting, fundamental, and technical analysis to support various investment strategies, with an emphasis on client choice regarding exposure to cryptocurrency.
Carter B
CFP®
Nashville, TN
Bills Asset Management
Carter Bills is a CFP® professional with five years of industry experience, currently affiliated with Bills Asset Management in Nashville, TN. He previously worked at OppenheimerFunds, Inc. and has diverse experience in retail and landscaping businesses. Bills Asset Management serves individuals, business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management and non-discretionary advisory services. The firm employs proprietary asset-allocation programs and combines charting, fundamental, and technical analysis to inform investment strategies.
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