Bell City Wealth, Inc.
● SEC registered since 2023CRD 326354SEC# 801-128174Hillsboro, OH
Reg. AUM
$163.3M
Employees
2
Accounts
789
Location
Hillsboro, OH
Bell City Wealth, Inc. assets under management
Bell City Wealth, Inc. operates as an SEC-registered investment adviser based in Hillsboro, OH. The firm has been registered since 2023. It reports $163.3 million in regulatory assets under management and employs 2 people.
Bell City Wealth, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Denise Michelle Young Control | Chief Compliance Officer | Under 5% | 2023 |
| Richard Alan Carroll Control | President/Principal Owner | Over 75% | 2026 |
Frequently asked questions
How much does Bell City Wealth, Inc. manage?
Bell City Wealth, Inc. reports $163.3 million in regulatory assets under management on its Form ADV.
How many employees does Bell City Wealth, Inc. have?
Bell City Wealth, Inc. reports 2 employees.
Where is Bell City Wealth, Inc. located?
Bell City Wealth, Inc. is based in Hillsboro, OH and has been SEC-registered since 2023.
Does Bell City Wealth, Inc. disclose fund performance?
Bell City Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 112 N. High Street, Hillsboro, OH 45133 |
| Phone | 937-393-3154 |
| Fax | 937-402-2581 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$163.3M▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$163.3Mregulatory AUM
Discretionary $163.3M