BELLATORE FINANCIAL, INC.

Overview

Bellatore Financial, Inc. is a fee-based advisory firm that serves both individual and institutional clients with a mix of discretionary and largely non-discretionary engagement. The firm runs an advisory platform focused on managed portfolios built primarily from public mutual funds and other pooled public vehicles, while also acting as a capital allocator into third‑party alternative managers. Its advisory services include portfolio management for individuals and small businesses, portfolio management for institutions, selection of sub‑advisers, and the production of periodic client communications. Fee arrangements are flexible and include percentage of AUM, hourly charges and fixed fees, reflecting a blend of ongoing wealth management and project or consultation work. Investment activity shows a conservative tilt toward professionally managed public funds as the main execution vehicle, paired with selective allocations to private market strategies. Bellatore Financial, Inc. is not registered as an active ESG investor and does not function as a multi‑state adviser. The firm’s structure and disclosures suggest it often operates in a consultative role on non‑discretionary assets while maintaining a smaller pool of discretionary mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices