Overview
Assets Under Management: $163 million
Headquarters: HILLSBORO, OH
High-Net-Worth Clients: 33
Average Client Assets: $2.5 million
Frequently Asked Questions
BELL CITY WEALTH, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326354), BELL CITY WEALTH, INC. is subject to fiduciary duty under federal law.
BELL CITY WEALTH, INC. is headquartered in HILLSBORO, OH.
BELL CITY WEALTH, INC. serves 33 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, BELL CITY WEALTH, INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BELL CITY WEALTH, INC. manages $163 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, BELL CITY WEALTH, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.23%
Average Client Assets: $2.5 million
Total Client Accounts: 789
Discretionary Accounts: 789
Regulatory Filings
CRD Number: 326354
Filing ID: 2057491
Last Filing Date: 2026-02-20 11:12:47