Fort Mill, SC Office

Belleair Wealth Management, LLC is a fee‑based registered investment adviser that provides discretionary portfolio management and wealth‑management services to individual and high‑net‑worth clients, and also offers standalone consulting on retirement plan benchmarking, consolidated reporting, real‑estate and private‑placement reviews, and insurance/annuity contract analysis. The firm reports approximately $111 million in discretionary assets under management across about 150 client relationships.

Belleair implements diversified, discretionary asset‑allocation portfolios composed of equities, fixed‑income securities, mutual funds, ETFs and cash, and when appropriate employs options and other derivatives—explicitly avoiding uncovered option sales—to manage risk and pursue returns. Its investment process combines fundamental, quantitative, technical, cyclical and behavioral analysis and uses portfolio construction tools such as modern/post‑modern portfolio theory, core‑satellite structures and tactical allocation modeling.

The firm’s brochure discloses two relatively uncommon affiliations for a firm of this size: an affiliated insurance agency whose principals are licensed to sell life, health and annuity products, and an affiliated CPA/accounting practice whose principal devotes substantial time during tax season. Those relationships, and the potential for in‑house referrals or commission income, are identified as possible conflicts of interest and the firm documents disclosures and time‑management considerations to address them while offering both managed accounts and separate consulting engagements.