Bell Investment Advisors Inc

RIASEC RegisteredEst. 1999
Total AUM
$788M
Discretionary
$718M
91% of AUM
Avg account
$662K
Accounts
1,189
Employees
14
Advisory reps
11

Firm details

Headquarters
Orinda, California
CRD number
108383
Registered since
April 12, 1999
Website
www.bellinvest.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI83.13%
  • Individuals8.64%
  • Charitable Organizations3.94%
  • Pension & Profit Sharing Plans3.93%
  • Corporations / Businesses0.37%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bell Investment Advisors Inc is an independent, SEC-registered RIA that has been operating since 1999. Structured as a corporation with domestic and individual ownership, the firm acts as a capital allocator for both individual & family and institutional clients. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and selection of third‑party advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 91%, Exchange Traded Equities 8%, Cash & Cash Equivalents 1%91%
  • Public Funds/Mutual Funds91%
  • Exchange Traded Equities8%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Brian Baylis

    Brian Baylis

    Chief Operations Officer / Chief Compliance OfficerCRD 4873599

Contacts

3 of 10
  • Laurent Harrison

    Laurent Harrison

    Senior Financial AdvisorCRD 5758339

  • Emily Bell

    OwnerCRD 5470203

  • Heidi Crawford

    Heidi Crawford

    Investment Advisor & Financial PlannerCRD 5976276

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 167

Active vs passive

$612M in ETFs

Passive

99%

$603M

Active

<1%

$9.2M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX)SchwabPassiveLarge Value$68.5M2,202,69111.19%
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Location

Primary office

Orinda, CA

Contra Costa

Location

Orinda, CA

Headquartered in Orinda, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
2 Theatre Sq
Time zone
PT (UTC-8)
Office locations

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