Belden Financial, LLC

RIASEC Registered
Total AUM
$22M
Discretionary
$22M
100% of AUM
Avg account
$373K
Accounts
59
Employees
1
Advisory reps
1

Firm details

Headquarters
Canton, Ohio
CRD number
287562
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI77.27%
  • Individuals22.73%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Belden Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm’s practice is focused on fee-based portfolio management for individuals and small businesses, with a client base described as individual and family households. Compensation is charged as a percentage of assets under management. FINTRX characterizes the adviser as not acting as a capital allocator; its activity is concentrated on managing client portfolios rather than allocating client capital to third‑party fund managers. The firm is not identified as an active ESG investor and is not flagged as a multi‑state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Public Funds/Mutual Funds 39%, Cash & Cash Equivalents 3%58%
  • Exchange Traded Equities58%
  • Public Funds/Mutual Funds39%
  • Cash & Cash Equivalents3%

Owners & executives

1 of 1
  • Daniel Belden

    Chief Compliance OfficerCRD 5244469

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Canton, OH

Stark

Location

Canton, OH

Headquartered in Canton, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
Stark
Address
400 Market Ave N
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth