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| Keyboard |
| Bell City Wealth Inc
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|---|---|
| CRD # | 326354 |
| SEC # | 801-128174 |
| CIK # | |
| AUM | 163.3 M (2026-02-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 937-393-3154 |
| Address | 112 N High Street Hillsboro, OH 45133 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 65.3 |
| (b) Individuals (high net worth individuals) | 33 | 82.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 9.9 |
| (n) Other | 0 | 0.0 |
| Total | 789 | 163.3 |
| By Discretionary | ||
| Discretionary | 789 | 163.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 789 | 163.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.3 | |
| Total | 789 | 163.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| LEI | 26-4224517 |
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|---|---|---|
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Effective Assets Inc
✚
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165.1 M | |
|
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|
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|
Bridgeway Wealth Management LLC
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|
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|
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|
Curtis Financial Planning LLC
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|
Collie Financial Planning Inc
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NC | 162.9 M |
|
Ballast Point Financial Planning LLC
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|
CA | 162.4 M |
|
Jeffrey Matthews Wealth Management LLC
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|
NJ | 161.7 M |
|
Elite Wealth Management Inc
✚
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WI | 161.4 M |