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BH3 FUND ADVISORS, LLC

FORT LAUDERDALE, FL · CRD 298967 · IAPD ↗ · 954-541-7446

$578.1MRegulatory AUM
13Advisory reps
29Employees
0Clients
n/aPlanning clients
8Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2025 — BH3 FUND ADVISORS, LLC crossed $500M in regulatory AUM ($175.5M -> $526.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
56
April 2025 — BH3 FUND ADVISORS, LLC grew from 8 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
July 2024 — BH3 FUND ADVISORS, LLC (FORT LAUDERDALE, FL) is newly SEC-registered with $175.5M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.