BMA Advisors, LLC logo

BMA Advisors, LLC

Updated today

Client assets under management

$24,344,402

Clients

111

7% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

37

Low

Average account size

$219,319

About

BMA Advisors, LLC provides discretionary investment management for individuals (including high-net-worth clients), trusts, retirement accounts, corporations, charities, and institutions, managing portfolios composed exclusively of publicly traded securities with a focus on growth and income. The firm onboards clients with a comprehensive financial questionnaire and tailors portfolios to stated objectives, time horizon, and risk tolerance.

The firm follows an active, value-disciplined investment approach that emphasizes domestic and select international equities, ETFs, government securities, and select mutual funds, relying on quantitative screening and a proprietary 10‑point scoring system to identify undervalued opportunities. Portfolio construction typically combines buy‑and‑hold positions with tactical adjustments and, for suitable accounts, conservative option-writing strategies (selling puts and covered calls) to seek incremental income.

Noteworthy for a firm of its size, BMA formerly offered performance‑based “fulcrum” fee arrangements but discontinued those agreements as of December 31, 2025, and has also eliminated a range of financial planning and consulting services effective the same date, narrowing its service scope. The firm operates with a small team of full‑time principals who manage accounts in‑house without outsourcing and who bring substantial broker‑dealer and operational experience to portfolio oversight.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

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Fee options

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%

Other

Account minimum: $100,000

Main office location

BMA Advisors, LLC

Indio CA, United States

Number of offices

2

Most active in

California · Louisiana · Oregon

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Daniel B

Series 63, Series 66

Newberg, OR

BMA Advisors, LLC

Daniel Burns is a financial advisor at BMA Advisors, LLC with 40 years of industry experience. He previously led Burns Capital Investment Advisors, Inc. and The Burns Agency, with extensive experience in life and health insurance sales. BMA Advisors, LLC provides discretionary investment management to individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on growth and income through publicly traded securities. The firm employs an active, value-disciplined approach using quantitative screening and a proprietary scoring system to identify undervalued investments.

Active portfolio management Options & derivatives strategies
user avatar

Brian S

Series 63, Series 65

Indio, CA

BMA Advisors, LLC

Brian Stead is a financial advisor at BMA Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Broxton Capital Advisors for 10 years before joining BMA Advisors in 2023. BMA Advisors, LLC provides discretionary investment management for individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on portfolios composed exclusively of publicly traded securities with an emphasis on growth and income. The firm employs an active, value-disciplined investment approach using quantitative screening and a proprietary scoring system to identify undervalued opportunities.

Active portfolio management Options & derivatives strategies
user avatar

Glenn A

Series 63, Series 65, Series 66

Indio, CA

BMA Advisors, LLC

Glenn Andrews is a financial advisor at BMA Advisors, LLC with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with BMA Advisors since 2009. BMA Advisors, LLC provides discretionary investment management for individuals, trusts, retirement accounts, corporations, charities, and institutions. The firm employs an active, value-disciplined approach focusing on domestic and select international equities, ETFs, government securities, and mutual funds, using quantitative screening and a proprietary scoring system to identify undervalued opportunities.

Active portfolio management Options & derivatives strategies
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