THREE BELL CAPITAL LLC

RIASEC RegisteredEst. 2014

Total AUM

$5.1B

Discretionary

$2.1B

42% of AUM

Avg account

$8M

Accounts

628

Employees

Advisory reps

Firm details

Headquarters: DALLAS, Texas
CRD number: 159736
Registered since: February 18, 2014
Website: www.three-bell.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pension & Profit Sharing Plans58.34%
HNWI31.42%
Pooled Investment Vehicles10.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Three Bell Capital LLC is an independent, SEC-registered advisory firm organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides a mix of planning and investment services: financial planning, discretionary and non-discretionary portfolio management for individuals and pooled vehicles, pension consulting, manager selection, and educational seminars. Fee arrangements include asset-based fees, fixed fees, performance-based fees and other structures. Three Bell also serves as sponsor, general partner and managing member for pooled investment vehicles. The firm was recognized in Financial Times’ Top 300 RIA Firms list in 2020.