BMA Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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%
Account minimum: $100,000
Main office
See officeIndio CA
Advisors at this office
2
Most active in
California · Louisiana · Oregon
Also doing business as
Bma Advisers · Bma Advisers, LLC · Bma Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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.
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.
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.
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