Broker-dealer firm · Hamilton, Bermuda
Bias Investors
Bermuda Investment Advisory Services Limited · SEC-registered investment adviser · CRD 120715 · SEC 801-61310
At a glance
Bias Investors is an SEC-registered investment adviser based in Hamilton, Bermuda, with $257 million in regulatory assets under management as of its Form ADV filed September 29, 2025. Its largest client group by assets is high-net-worth individuals, and it reports 193 individual clients. By Form ADV it is a broker-dealer firm, ranked 268th of 391 broker-dealer firms and 10,929th of 17,210 SEC-registered advisers by assets.
biasinvestors.comAs filed on Form ADV
- Regulatory AUM
- $257M
- Rank among broker-dealer firms
- #268 of 391
- Rank among all SEC RIAs
- #10,929 of 17,210
- Individual clients
- 193
- High-net-worth clients
- 56
- Accounts
- 202
- Discretionary
- 59% of AUM
- Employees
- 6
- Advisory staff
- 5
- Offices
- 2
Custody and brokerage
Custodian
Bias Investors’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 56 | $152M | 59% |
| Pooled investment vehicles | 3 | $44M | 17% |
| Individuals | 137 | $40M | 15% |
| Pension and profit sharing plans | 2 | $20M | 8% |
| Charitable organizations | 4 | $3M | 1% |
Disciplinary disclosures
Bias Investors reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗biasinvestors.com ↗
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The full record on Bias Investors
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 158 peers of its type and size
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- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Bias Investors manage?
Bias Investors reports $257 million in regulatory assets under management across 202 accounts, 59% of it on a discretionary basis, on its Form ADV filed September 29, 2025.
What kind of firm is Bias Investors?
Bias Investors is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.
Who are Bias Investors’s clients?
By assets, its largest client types are high-net-worth individuals ($152 million, 56 clients); pooled investment vehicles ($44 million, 3 clients); individuals ($40 million, 137 clients).
Does Bias Investors have any disciplinary history?
Bias Investors reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Bias Investors’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing, which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →