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Graham & Company have?","answer":"B.B. Graham & Company has 427 clients and manages $322 million for them, as of October 2026. They include 323 individual clients and 104 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does B.B. Graham & Company offer?","answer":"B.B. Graham & Company provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does B.B. Graham & Company charge?","answer":"B.B. Graham & Company charges up to 2.99% a year for its Investment Management Fees. The fee is negotiable.","source":"2026 BBGC ADV 2A, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does B.B. Graham & Company have?","answer":"B.B. Graham & Company has 28 investment adviser representatives registered with state securities authorities, out of 32 employees, and 32 perform investment advisory functions. 32 employees are registered representatives of a broker-dealer and 22 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does B.B. Graham & Company invest in?","answer":"At the end of its last fiscal year, B.B. Graham & Company’s separately managed accounts held 71% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents and 2% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns B.B. Graham & Company?","answer":"B.B. Graham & Company’s direct owner is Bruce Edwin Graham (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does B.B. Graham & Company get paid?","answer":"B.B. Graham & Company is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact B.B. Graham & Company?","answer":"B.B. Graham & Company’s main office is at 1700 W. Katella Ave., Orange, CA 92867. Its phone number is 714-628-5200. Its website is bbgraham.com.","source":"Form ADV Part 1A, Item 1.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}