Bell City Wealth, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$147,360,302
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
337
10% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
337
Very HighAverage account size
$437,271
About
Bell City Wealth provides discretionary portfolio management, retirement-plan consulting, and standalone financial planning to individuals, high‑net‑worth clients, trusts, estates, corporations, and other business entities. The firm reported approximately $163.3 million in discretionary assets under management and serves 337 clients under written Financial Service Agreements, with a stated account minimum of $250,000 that may be waived.
The firm’s investment process combines quantitative, fundamental, technical, and economic analysis and places client assets into one of six firm models (from Bell City Wealth Conservative to Bell City Wealth Aggressive Growth). BCW uses Goal Planning and Monitoring technology and simulation software to map client objectives to an appropriate model and generally trades under discretionary authority to implement those model allocations.
Compared with peers, BCW’s brochure highlights an unusually high client load per advisor (337 clients for the firm) and indicates the firm provides periodic client communications, such as newsletters or periodicals, in addition to its required Disclosure Brochure and annual Summary of Material Changes. The firm also manages an all‑equity, limited‑holdings model (Bell City Wealth Earnings and Profitability) focused on 25–50 securities selected for earnings and profitability, and it states it does not accept commissions for securities transactions.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Wealth management
Fee options
Fixed fees for financial planning projects generally range from $250 - $500 per project.
Under $250,000 - $249,999: 1.50% $250,000 - $749,000: 1.35% $750,000 - $999,999: 1.20% $1 million - $5 million: 1.00% Over $5 million+: 0.75%
Hourly consulting rates range from $100 - $250 per hour.
Account minimum: $250,000 Fee-only: Fixed fees for financial planning projects generally range from $250 - $500; hourly consulting rates from $100 - $250 per hour.
Main office location
Bell City Wealth, Inc.
112 N. High Street
Hillsboro OH 45133, United States
Number of offices
1
Most active in
Bell City Wealth, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · Indiana · Kentucky · Missouri · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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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