Bellaire Capital Management, LLC

Overview

Bellaire Capital Management, LLC is an independent registered investment advisor operating as a limited liability company that serves both individual/family and institutional clients. The firm charges a mix of percentage-of-AUM fees and hourly advisory fees and offers financial planning plus portfolio management for individuals, small businesses and institutions. Investment activity is concentrated in exchange-traded equities, with discretionary portfolio management making up the vast majority of assets under management. The firm is not positioned as an ESG-focused or multi-state adviser. Trading and custody activity through Interactive Brokers suggests a preference for liquid, exchange-listed instruments and direct market access. That setup supports active trading, tax-aware portfolio adjustments and implementation of separate managed account (SMA) strategies centered on equities. Commodities exposure is listed among alternative allocations and mutual funds are used for additional exposures.

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Public Holdings

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Location & Offices