Belleros Capital Management, LLC

Overview

Belleros Capital Management, LLC is a small, independent registered investment adviser focused on serving individuals and families, with supplemental work for small businesses. The firm combines fee-based portfolio management with financial planning and also operates as an insurance broker, which suggests insurance and annuity products are integrated into client solutions alongside discretionary investment management. Its investment posture favors equities, specifically exchange-traded instruments, and the advisory model appears built around straightforward, liquid portfolios rather than large allocations to bespoke private capital strategies. Given the firm’s scale and custody relationship, portfolio construction is likely pragmatic and cost-conscious: core equity exposure through exchange-traded vehicles, selective use of mutual funds where appropriate, and insurance wrappers or annuities for clients who need guaranteed-income or risk-transfer solutions. The firm reports discretionary authority across its client relationships, indicating Belleros Capital Management directs day‑to‑day portfolio activity rather than acting only in an advisory/consultative role.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices