Belden Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Belden Financial provides discretionary portfolio management to individuals, high-net-worth individuals, and investment companies, managing about $22 million for roughly 39 clients. The firm prepares an Investment Policy Statement for each client and delivers ongoing portfolio monitoring and reporting, with an account minimum generally set at $500,000 (waivable).
The adviser employs a mix of fundamental, quantitative, modern portfolio theory and technical analysis and implements client strategies through asset allocation across mutual funds, ETFs, equities, fixed income and commodities. It also uses options trading (Level 2 strategies such as buying calls/puts, covered calls and hedging) when consistent with a client’s objectives and documents risk tolerance and discretionary authority in client agreements.
Compared with many small independents, Belden Financial is not organized as a solo practitioner and maintains formal compliance infrastructure, including a written Code of Ethics and a designated compliance officer, and it relies on Schwab’s institutional custody and research services. Operationally notable practices include its use of options strategies that increase portfolio risk profiles and its stated policy not to aggregate or block trades for multiple clients, which can affect execution and price outcomes.
Client services
Expertise
Fee options
1.00% annually for all asset levels ($0 and up)
Account minimum: $500,000 (may be waived) Fee-only: Clients pay asset-based portfolio management fees only; no commissions accepted
Main office
400 Market Ave North, Suite # 402
Canton OH 44702
Advisors at this office
1
Most active in
Arizona · Ohio
Also doing business as
Belden Financial · Belden Financial, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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