Bellwether Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bellwether Capital Management provides wealth management and financial advisory services to private clients including individuals, families, trusts, and small businesses, and it also accepts select pension or profit‑sharing plan clients. Like many independent advisors, the firm operates on a fee‑only, asset‑based model and offers both ongoing portfolio management and one‑off financial consulting.
The firm implements proprietary model portfolios, including a global macro tactical allocation strategy that adjusts asset‑class weights using fundamental and technical analysis, and an enhanced U.S. equity strategy that employs fundamental stock selection and may trade listed options or index derivatives. Management is typically discretionary and delivered through model portfolios, with the option to unbundle financial planning from ongoing investment management when clients prefer standalone services.
Notably, the brochure discloses the use of derivatives and publicly listed options within separately managed accounts—an uncommon practice among single‑advisor independent firms—and a selective willingness to work with retirement plan clients. The firm emphasizes internal policies around best execution and ethics (including adherence to the CFA Institute Code of Ethics and Standards), and maintains a small client roster that supports customized, selectively offered strategies.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.89% annually $3,000,000 - $5,000,000: 0.79% annually $5,000,000 - $10,000,000: 0.69% annually $10,000,000+: Negotiable
$500 per hour with a five-hour minimum for Financial Advisory Services.
Account minimum: $250,000 Fee-only: Fee-only basis; no commissions received by BCM.
Main office
See office7840 Madison Ave, Ste 115
Fair Oaks CA 95628
Advisors at this office
1
Offices (2)
Most active in
California · Texas
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.
Forms ADV
Quick links
Advisors at this firm
Charles T
Verified by Warmer
CFA®, Series 66, Series 7
Fair Oaks, CA
Bellwether Capital Management LLC
I help tech professionals turn equity compensation into lasting wealth. Before co-founding Bellwether’s growth practice, I managed client assets at Morgan Stanley Private Wealth Management and traded California municipal bonds at Franklin Templeton. I then spent several years in AI Product Management leadership at Workday and Intuit, so I know RSUs, options and concentrated stock from the inside, not just on paper. Prior to this role I was head of AI PM at Intuit Quickbooks CRM. Today I’m a Managing Director and Partner at Bellwether Capital Management, a fee-only fiduciary firm. I work with a small number of families on investment management, tax-aware diversification, and planning for big moves like a home purchase, a career change, or stepping away from corporate work. CFA charterholder. UCLA Anderson MBA. Based on the Peninsula.
Victor L
CFA®, Series 66
El Dorado Hills, CA
Bellwether Capital Management LLC
Victor Lai is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Bellwether Capital Management LLC since 2009. He holds the Series 66 designation and is based in El Dorado Hills, California. Bellwether Capital Management provides wealth management and financial advisory services to private clients, including individuals, families, trusts, and small businesses, as well as select pension or profit-sharing plan clients. The firm utilizes proprietary model portfolios featuring a global macro tactical allocation strategy and an enhanced U.S. equity strategy, offering both discretionary management and standalone financial planning services.
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