Belleros Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Belleros Capital Management, LLC provides investment advisory and written financial planning services to individuals and high‑net‑worth clients through managed accounts, with a stated account minimum of $50,000 and the availability of discretionary portfolio management. The firm’s services include tailored asset allocation recommendations, suitability reviews, and preparation of written investment strategies, with client accounts reviewed at least quarterly.
The firm’s approach emphasizes matching asset allocation to each client’s risk tolerance and time horizon and may employ techniques such as asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchases. Its stated investment objective is to help clients maintain purchasing power over the long term by taking compensated market risk while seeking to limit uncompensated risks, and clients receive periodic reporting and ongoing suitability reviews.
Distinctive features disclosed in the brochure include that the firm’s principal is a licensed insurance agent who may recommend commissionable insurance products and spends up to 30% of their time on insurance activities, a potential conflict of interest the firm acknowledges while noting clients are not required to implement recommendations through the firm. The firm is a recently established, single‑advisor boutique with modest assets under management, the principal holds the CFA charter, and its disclosures indicate the use of endorsements and testimonials in advertising—practices that are uncommon among independent peers.
Client services
Expertise
Fee options
Up to $2,000 per project for financial planning services; fees are negotiable and vary depending on complexity
$0 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.80% annually $3,000,000+: 0.60% annually
Account minimum: $50,000
Main office
Upperco MD
Advisors at this office
1
Most active in
Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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