BELLEAIR ASSET MANAGEMENT, LLC
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About the firm
Belleair Asset Management is a family-run, fee-only investment advisory firm based in Belleair Bluffs, FL. The firm offers sensible investment advice, meticulous client care, and experienced understanding, using an Evidence-Driven approach to help clients achieve their financial goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment management, and retirement plan solutions, including a full range of investment and financial services with access to a wide array of solutions
Who they serve
Individuals managing personal wealth and companies overseeing retirement plans
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 80 | $27M |
| High Net Worth Individuals | 45 | $207M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
8 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| On the first $1,000,000 | 0.90% |
| On the next $4,000,000 | 0.60% |
| On the next $5,000,000 | 0.33% |
| On all amounts above $10,000,000 | 0.20% |
Data as of March 26, 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. BELLEAIR ASSET MANAGEMENT, LLC 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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