BELL CITY WEALTH, INC.

Overview

Bell City Wealth, Inc. is an independent registered investment adviser that works primarily with individuals, families and select institutional clients. The firm combines financial planning and portfolio management with a consultative fee model that includes percentage-of-AUM billing along with hourly and fixed-fee arrangements. Its advisory services also include pension consulting and the production of client-facing periodicals or newsletters, indicating an emphasis on ongoing client communication and financial education. Investment activity is centered on publicly traded pooled vehicles, with a clear tilt toward mutual funds and other public funds as the primary building blocks for client portfolios. The firm is not an active ESG investor and is not positioned as a multi-state adviser. Bell City Wealth appears to use third-party managers for specialized allocations—most notably in real estate—rather than operating an internal capital allocation platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices