|
⚲
|
| Bell City Wealth Inc
✚
|
|
|---|---|
| CRD # | 326354 |
| SEC # | 801-128174 |
| CIK # | |
| AUM | $163.3 M (2026-02-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 937-393-3154 |
| Address | 112 N High Street Hillsboro, OH 45133 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 304 | 65.3 |
| (b) Individuals (high net worth individuals) | 33 | 82.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 6.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 9.9 |
| (n) Other | 0 | 0.0 |
| Total | 789 | 163.3 |
| By Discretionary | ||
| Discretionary | 789 | 163.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 789 | 163.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.3 | |
| Total | 789 | 163.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Effective Assets Inc
✚
|
0.2 | |
|
Breachway Investments LLC
✚
|
RI | 0.2 |
|
Bridgeway Wealth Management LLC
✚
|
IA | 0.2 |
|
Black Barn Financial LLC
✚
|
TX | 0.2 |
|
Naples Money Management LLC
✚
|
FL | 0.2 |
|
Curtis Financial Planning LLC
✚
|
0.2 | |
|
Collie Financial Planning Inc
✚
|
NC | 0.2 |
|
Ballast Point Financial Planning LLC
✚
|
CA | 0.2 |
|
Jeffrey Matthews Wealth Management LLC
✚
|
NJ | 0.2 |
|
Elite Wealth Management Inc
✚
|
WI | 0.2 |