Three Bell Capital LLC

RIASEC RegisteredEst. 2014

Total AUM

$5.1B

Discretionary

$2.1B

42% of AUM

Avg account

$8M

Accounts

628

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 159736
Registered since: February 18, 2014
Website: www.three-bell.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Pension & Profit Sharing Plans58.34%
HNWI31.42%
Pooled Investment Vehicles10.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Three Bell Capital LLC is an independent registered investment adviser formed in 2014 and organized as an LLC under individual ownership. The firm functions as a capital allocator and also acts as sponsor/GP and managing member for pooled investment vehicles. Its client base includes both individual and family clients as well as institutional investors. Service offerings span financial planning, discretionary and non-discretionary portfolio management for individuals and pooled vehicles, pension consulting, manager selection, and educational workshops. Fee arrangements are varied — percentage of AUM, fixed fees, performance-based fees and other structures are used depending on the engagement. The firm does not self-identify as an active ESG investor. Three Bell Capital was recognized in the Financial Times’ Top 300 RIA list in 2020.