Belleair Asset Management, LLC
● SEC registered since 2017CRD 290882SEC# 801-112148Belleair Bluffs, FL
Reg. AUM
$234.3M
Employees
4
Accounts
366
Location
Belleair Bluffs, FL
Belleair Asset Management, LLC assets under management
Belleair Asset Management, LLC operates as an SEC-registered investment adviser based in Belleair Bluffs, FL. The firm has been registered since 2017. It reports $234.3 million in regulatory assets under management and employs 4 people.
Belleair Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Milton Clark Control | Member / Chief Compliance Officer | Over 75% | 2017 |
| Tina E Clark Control | Vice President Operations | 25-50% | 2017 |
Frequently asked questions
How much does Belleair Asset Management, LLC manage?
Belleair Asset Management, LLC reports $234.3 million in regulatory assets under management on its Form ADV.
How many employees does Belleair Asset Management, LLC have?
Belleair Asset Management, LLC reports 4 employees.
Where is Belleair Asset Management, LLC located?
Belleair Asset Management, LLC is based in Belleair Bluffs, FL and has been SEC-registered since 2017.
Does Belleair Asset Management, LLC disclose fund performance?
Belleair Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 259 Indian Rocks Road North, Belleair Bluffs, FL 33770 |
| Phone | 727-586-3541 |
| Fax | 727-559-8889 |
| Office hours | 9:00-5:00 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$234.3M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$234.3Mregulatory AUM
Discretionary $224.6MNon-discretionary $9.7M