Belleair Asset Management, LLC
Firm details
- Headquarters
- Belleair Bluffs, Florida
- CRD number
- 290882
- Registered since
- December 8, 2017
- Website
- www.belleairam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.55%
- Individuals11.45%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Belleair Asset Management, LLC is an independent, individual-owned registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2017) and positions itself as a capital allocator serving individual and family clients. Its fee model combines a percentage-of-AUM schedule and fixed fees. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting-related work, and the selection of third-party advisers. The firm reports it is not an active ESG investor and is not structured as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds68%
- Exchange Traded Equities14%
- Cash & Cash Equivalents12%
- Other4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$95.3M in ETFs
46%
$44.1M
54%
$51.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US MARKETWIDE VALUE ETF (DFUV) | Dimensional | Active | Large Value | $9.2M | 168,153 | 9.70% |
Location
Belleair Bluffs, FL
Pinellas
Location
Belleair Bluffs, FL
Headquartered in Belleair Bluffs, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 259 Indian Rocks Rd N
- Time zone
- ET (UTC-5)
- Office locations
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