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Belle River Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$45,732,579
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
64
0% high-net-worth
Advisors
1
of 1 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
64
Very HighAverage account size
$714,572
About
Belle River Capital Management LLC provides discretionary, fee-based portfolio management to individuals, small institutions, and corporations, managing approximately $48.8 million across about 64 client accounts. The firm offers wrap-fee accounts through its qualified custodian and delivers consolidated account services, trade execution, and reporting as part of its advisory arrangements.
The adviser employs both fundamental and technical analysis, tailoring asset allocation and securities selection to individual client objectives and allowing clients to impose investment restrictions; it exercises discretionary trading authority and aggregates orders for execution through Charles Schwab. Account reviews are conducted on a regular basis (from daily to monthly depending on market activity), and the firm’s wrap-fee structure means it pays transaction costs for wrap accounts, which can create an incentive to limit trading frequency.
Notably, Belle River acts as the sponsor of a wrap-fee program—a feature that is uncommon among independent solo advisers—and also serves pension or profit-sharing plans and other institutional clients, which is atypical for firms of its size. The firm operates as a single-advisor practice formed in 2023, with the principal’s background in private wealth management and formal business administration education supporting the firm’s advisory role.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0+: 0.50% annually $0+: up to 1.20% annually
Account minimum: $100,000
Main office location
Belle River Capital Management LLC
Prairieville LA, United States
Number of offices
1
Most active in
Belle River Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Louisiana · 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:
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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.
Forms ADV
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