Bella Capital

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

Client services

Portfolio management

Main office location

Bella Capital

100 Se 2 Nd St Suite 3824

Miami FL 33131, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 9173552831

Advisors at this firm

Roberto S

Series 65

Miami, FL

Bella Capital

Roberto Schuback is a financial advisor at Bella Capital in Miami, FL, holding a Series 65 designation with one year of industry experience. He previously worked at Anheuser Busch InBev for 24 years and has been involved with Better Drinks LLC and MAHHP INC. outside of the advisory industry. Bella Capital is a small firm with two advisors, providing supported financial services.

Pedro R

Series 63, Series 65

Miami, FL

Bella Capital

Pedro Ridolfi is a financial advisor at Bella Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lake Forest Securities and Intl Fcstone Financial Inc. Outside of finance, he is a co-owner of a fitness gym, Sperry BJJ LLC, in Miami. Bella Capital is a small firm based in Miami, providing supported investment services.

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