RIA Intel›Advisers›Illinois›BOBB FINANCIAL INCORPORATED

BOBB FINANCIAL INCORPORATED

Advisory

IL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in IL

#1,048

of 1,719 advisers by AUM

Average account

$243K

across 354 accounts

AUM per adviser

$86M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$86M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$86M

Discretionary AUM$86M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients105

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL, MO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

105 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

CERTITUDE ADVISORS, LLC

$86M

DAVID CAPITAL PARTNERS, LLC

$86M

TRAC ASSET MANAGEMENT LLC

$86M

LOGOS TRADING, INC. DBA SANGAMON TRADING, INC.

$86M

HICKORY POINT BANK & TRUST, FSB

$86M

DIGILOG GLOBAL EQUITY LLC

$87M

Get the full picture on BOBB FINANCIAL INCORPORATED

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track BOBB FINANCIAL INCORPORATED and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans