Bell City Wealth, Inc.
Firm details
- Headquarters
- Hillsboro, Ohio
- CRD number
- 326354
- Registered since
- June 16, 2023
- Website
- www.bellcitywealth.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI50.23%
- Individuals39.99%
- Corporations / Businesses6.09%
- Pension & Profit Sharing Plans3.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of Periodicals
Firm profile
FINTRXOverview
Bell City Wealth, Inc. is an independent registered investment advisor that lists SEC registration in 2023 and is individually owned. The firm serves both individual and family clients as well as institutional relationships. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting (as disclosed on its ADV), and the publication of newsletters or periodicals. Fee arrangements combine asset-based fees with hourly and fixed-fee options. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities22%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
2 of 2
Denise Young
Client Service AdministratorCRD 4493163
Richard Carroll
President and OwnerCRD 5994048
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hillsboro, OH
Highland
Location
Hillsboro, OH
Headquartered in Hillsboro, OH, in the Midwest of the United States.
- Region
- Midwest
- County
- Highland
- Address
- 112 N High St
- Time zone
- ET (UTC-5)
- Office locations
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