Bell Investment Advisors Inc
● SEC registered since 1999CRD 108383SEC# 801-56417Orinda, CA
Reg. AUM
$787.6M
Employees
14
Accounts
1,189
Location
Orinda, CA
Bell Investment Advisors Inc assets under management
Bell Investment Advisors Inc is a registered investment adviser overseen by the SEC based in Orinda, CA. The firm has been registered since 1999. It reports $787.6 million in regulatory assets under management and employs 14 people.
Bell Investment Advisors Inc owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bell Family 2001 Trust | Shareholder | 25-50% | 2001 |
| Brian Ray Baylis Control | Chief Compliance Officer | Under 5% | 2009 |
| Emily Helen Bell | Owner | 5-10% | 2006 |
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Join to unlock · $37/moFrequently asked questions
How much does Bell Investment Advisors Inc manage?
Bell Investment Advisors Inc reports $787.6 million in regulatory assets under management on its Form ADV.
How many employees does Bell Investment Advisors Inc have?
Bell Investment Advisors Inc reports 14 employees.
Where is Bell Investment Advisors Inc located?
Bell Investment Advisors Inc is based in Orinda, CA and has been SEC-registered since 1999.
Does Bell Investment Advisors Inc disclose fund performance?
Bell Investment Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2 Theatre Square, Suite 315, Orinda, CA 94563 |
| Phone | 510-433-1066 |
| Fax | 510-433-1067 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$787.6M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$787.6Mregulatory AUM
Discretionary $717.6MNon-discretionary $69.9M