Bexil Advisers Llc
- Regulatory AUM
- $307M
- Discretionary
- $307M
- Clients
- 1
- Avg AUM / client
- $307M
- Accounts
- 1
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $307M | 100.0% |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Omalley, Thomas, Francis | Chief Financial Officer, Chief Accounting Officer, Treasurer, And Elected Manager | Jun 2010 (16y) | Less than 5% | |
| Winmill, Thomas, Bassett | Elected Manager, Chief Executive Officer, President, Chief Legal Officer | Jun 2010 (16y) | ≈ 2.64% – 25% via Winmill Family Trust | |
| Winmill, Mark, Campbell | Trustee Of Winmill Family Trust | May 2012 (14y) | ≈ 2.64% – 25% via Winmill Family Trust | |
| Kamerman, Russell, Louis | Secretary, General Counsel, Chief Compliance Officer | Dec 2014 (12y) | Less than 5% | |
| Klimoski, Donald | Assistant Secretary, Assistant General Counsel, And Assistant Compliance Officer | Sep 2017 (9y) | Less than 5% | |
| Winmill, William, Mccollum | Trustee Of Winmill Family Trust | Apr 2021 (5y) | ≈ 2.64% – 25% via Winmill Family Trust | |
| Winmill, Woodworth, Bell | Trustee Of Winmill Family Trust | Apr 2021 (5y) | ≈ 2.64% – 25% via Winmill Family Trust |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bexil Corporation | Sole Member | Jun 2010 | A | 75% or more |
| Winmill & Co. Incorporated | Shareholder Of Midas Securities Group, Inc. | Dec 1985 | B | ≈ 14.06% – 50% via Midas Securities Group, Inc. |
| Winmill Family Trust | Shareholder Of Class A And Class B Stock Of Winmill & Co. | May 2012 | B | ≈ 10.55% – 50% via Winmill & Co. Incorporated |
| Midas Securities Group, Inc. | Shareholder Of Bexil Corporation | Aug 2018 | B | ≈ 18.75% – 50% via Bexil Corporation |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Winmill, Thomas, Bassett: 25% – 50% of Winmill Family Trust × 75% – 100% of Winmill & Co. Incorporated × 75% – 100% of Midas Securities Group, Inc. × 25% – 50% of Bexil Corporation × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Winmill, Mark, Campbell: 25% – 50% of Winmill Family Trust × 75% – 100% of Winmill & Co. Incorporated × 75% – 100% of Midas Securities Group, Inc. × 25% – 50% of Bexil Corporation × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Winmill, William, Mccollum: 25% – 50% of Winmill Family Trust × 75% – 100% of Winmill & Co. Incorporated × 75% – 100% of Midas Securities Group, Inc. × 25% – 50% of Bexil Corporation × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Winmill, Woodworth, Bell: 25% – 50% of Winmill Family Trust × 75% – 100% of Winmill & Co. Incorporated × 75% – 100% of Midas Securities Group, Inc. × 25% – 50% of Bexil Corporation × 75% – 100% direct ≈ 2.64% – 25% of the firm
- Winmill & Co. Incorporated: 75% – 100% of Midas Securities Group, Inc. × 25% – 50% of Bexil Corporation × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Winmill Family Trust: 75% – 100% of Winmill & Co. Incorporated × 75% – 100% of Midas Securities Group, Inc. × 25% – 50% of Bexil Corporation × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Midas Securities Group, Inc.: 25% – 50% of Bexil Corporation × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/17/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 17, 2026.
View current Form ADV (SEC/IAPD) ↗