MARK BELL ADVISORY SERVICES, INC.

Overview

Mark Bell Advisory Services, Inc. is an independent registered investment adviser serving individual and family clients with a fee model based on a percentage of assets under management. The firm’s advisory scope centers on financial planning and portfolio management for individuals and small businesses. It does not position itself as a multi-manager capital allocator; instead, it deploys client capital into third‑party pooled vehicles and traditional public funds alongside select alternative strategies. Investment preferences emphasize pooled public funds and mutual funds as the primary building blocks of client portfolios, with alternatives used to complement return and income objectives. The firm is not an active ESG investor. It operates under an individual ownership structure and has been SEC-registered since 1990.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices