Bell City Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$147,360,302
Clients
337
Advisors
1
of 2 employees
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
Expertise
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
112 N. High Street
Hillsboro OH 45133
Advisors at this office
1
Most active in
Florida · Indiana · Kentucky · Missouri · Ohio · Texas
Also doing business as
Bell City Wealth, Inc. · O'dell Capital Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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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