BELL CITY WEALTH, INC.
SEC RegisteredA personalized approach to managing wealth
About the firm
Bell City Wealth works with clients and their other professional advisors — including attorneys and accountants — to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The firm offers personalized services, support, and guidance in pursuit of clients' financial goals, employing the platform and custody services of Raymond James & Associates.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment management, investment strategies (including alternative investments, separately managed accounts, unified managed accounts, managed discretionary accounts, wrap accounts, structured products, options, equities, fixed income, annuities, mutual funds, and ETFs), portfolio management, prime brokerage and custody services, and retirement planning.
Who they serve
Retirees, pre-retirees, individuals with sudden wealth, business owners and entrepreneurs, and endowments, foundations, and non-profits.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 304 | $65M |
| High Net Worth Individuals | 33 | $82M |
| Charitable Organizations | 1 | $6.0M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $250,000 | 1.50% |
| $250,000 to $749,000 | 1.35% |
| $750,000 to $999,999 | 1.20% |
| $1 million to $5 million | 1.00% |
| Over $5 million | 0.75% |
Data as of February 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BELL CITY WEALTH, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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