BELLOADVISERS, LLC

Overview

Belloadvisers, LLC is an independent, owner-run registered investment adviser that focuses on advice and portfolio management for individuals, families and select institutions. The firm combines financial planning with ongoing portfolio oversight, pension consulting and the selection of third‑party advisers, and it offers educational seminars and workshops as part of its client service set. Fee arrangements include a percentage-of-AUM component and hourly billing, and the firm operates with a non-ESG orientation. Investment activity is equity-centered: the firm shows a clear preference for exchange-traded equities as its primary allocation, supported by mutual fund exposures. Belloadvisers positions itself as a capital allocator — able to select and monitor external managers when client mandates require access to specialized strategies or alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices