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BELL CITY WEALTH, INC.
CRD 326354 · SEC 801-128174
112 N. HIGH STREET, HILLSBORO, OH, 45133, United States
Phone
937-393-3154
Fax
937-402-2581
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$163.3M
Discretionary AUM
$163.3M
Team
2 total employees; 1 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 304 | $65.3M |
| High net worth individuals | 33 | $82.0M |
| Pension/profit sharing plans | 1 | $6.0M |
| Corporations/business entities | 9 | $9.9M |
States served
IN, KY, OH, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD