Bellaire Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,390,590
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
24
58% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$641,275
About
Bellaire Capital Management is a small independent advisory firm that manages roughly $16.15 million for about two dozen clients, primarily individuals but also trustees and fiduciaries for retirement plans. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, including plan design support, vendor RFP assistance, participant education, and plan participant advisory services.
The firm implements client-specific Investment Policy Statements and uses a blend of fundamental, technical, cyclical and quantitative analysis to construct and monitor portfolios, documenting risk tolerances and typically operating with discretionary trading authority. Investments are limited to publicly traded vehicles but the firm’s permitted universe explicitly includes ETFs, REITs, MLPs, options, futures and foreign currencies, and its approach combines longer-term fundamental allocations with shorter-term cyclical and trend considerations.
Compared with many solo independent advisors, Bellaire’s provision of services to pension/profit-sharing plans and other institutional clients is uncommon and the firm discloses that it will act as an ERISA fiduciary when providing ongoing plan monitoring and recommendations. The firm manages all assets in-house rather than hiring third-party managers and routes custody and trade execution through a low-cost custodian, while limiting receipt of third-party research, soft dollars or referral compensation.
Client services
Financial planning
Portfolio management
Fee options
$0 - $250,000: 0.99% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.85% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.75%
Up to $250/hour for hourly financial planning services; $500 upfront retainer collected
Financial Planning Subscription fees tiered by AUM: 0.75% (first $250k), 0.60% (next $250k), 0.50% (next $500k), 0.40% (next $4M), 0.30% (over $5M)
Account minimum: $50,000 for Asset Allocation Styles; $250,000 for Total Return Strategies (minimums may be waived) Fee-only: Financial Planning Services: either subscription based on AUM tiers or hourly at $250/hour maximum
Most active in
Bellaire Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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