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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CRD 134184

BLUE BELL, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4a104fb-ec80-2133-015f-afdd2690ec40

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 4
On other graphs: 0
Observed: Feb 7, 2012 to Mar 10, 2026
39 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $951M
Private client RAUM: $1.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $102Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 10
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 2,249
Individual clients: 595
High net worth clients: 209
Custody, client assets: $83.3M
SEC number: 801-64005
CIK: 1352860
CRD: 134184
Filings on the tape: 39
First filed: Feb 7, 2012
Latest filed: Mar 10, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JUSTIN E CAPETOLA	n/a	BLUE BELL, PA	21	22	1	no
JONATHAN MILLER	n/a	BLUE BELL, PA	21	25	n/a	no
J SCOTT MILLER	n/a	NAPLES, FL \| BLUE BELL, PA	21	43	n/a	no
JON PHILIP MICHAEL SOBOTKIN	n/a	BLUE BELL, PA	19	20	n/a	no
HENRY WILLIAM FOX	Certified Financial Planner\|Chartered Financial Consultant	BLUE BELL, PA	14	31	3	no
Alex LaRosa	Certified Financial Planner	BLUE BELL, PA	7	11	n/a	no
MICHAEL PATRICK WEBER	Certified Financial Planner	BLUE BELL, PA	5	21	6	no
DANIEL LEVINSON	Certified Financial Planner	BLUE BELL, PA	2	12	1	no
David James Lorditch	Certified Financial Planner	BLUE BELL, PA	1	10	n/a	no
Joshua David Pearson	Certified Financial Planner	BLUE BELL, PA	0	11	3	no
SEAN Anthony MILLER	n/a	BLUE BELL, PA	0	19	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAPETOLA, JUSTIN, E	CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER	C	yes	05/2005	Feb 7, 2012	Nov 14, 2024
MILLER, J, SCOTT	CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER	D	yes	05/2005	Feb 7, 2012	Nov 14, 2024
MILLER, JONATHAN	CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER	C	yes	05/2005	Feb 7, 2012	Nov 14, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$1.1B	$951M	13	10	2	n/a	n/a
2024	Mar 26, 2025	$855M	$790M	12	9	3	n/a	n/a
2023	Mar 28, 2024	$671M	$619M	11	9	3	n/a	n/a
2022	Feb 25, 2023	$535M	$490M	10	8	2	n/a	n/a
2021	Mar 25, 2022	$577M	$530M	10	8	2	n/a	n/a
2020	Feb 21, 2021	$518M	$476M	9	8	0	n/a	n/a
2019	Jan 23, 2020	$471M	$429M	9	7	0	n/a	n/a
2018	Mar 28, 2019	$374M	$347M	9	7	0	n/a	n/a
2017	Mar 1, 2018	$404M	$383M	9	8	0	n/a	n/a
2016	Mar 1, 2017	$336M	$317M	9	8	n/a	n/a	n/a
2015	Feb 5, 2016	$303M	$284M	10	7	n/a	n/a	n/a
2014	Feb 6, 2015	$276M	$269M	9	9	n/a	n/a	n/a
2013	Jan 20, 2014	$245M	$243M	9	9	n/a	n/a	n/a
2012	Jan 30, 2013	$195M	$193M	6	4	n/a	n/a	n/a
2011	Feb 7, 2012	$189M	$173M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$855M	31.2%	$535M	28.0%	13	12	2	3

Relationships

Registered with (15)

← SEAN Anthony MILLERAdvisorregistration: current employment
May 1, 2026 to presentfactForm ADV
← Joshua David PearsonAdvisorregistration: current employment
Feb 5, 2026 to presentfactForm ADV
← David James LorditchAdvisorregistration: current employment
Jan 16, 2025 to presentfactForm ADV
← DANIEL LEVINSONAdvisorregistration: current employment
Mar 1, 2024 to presentfactForm ADV
← MICHAEL PATRICK WEBERAdvisorregistration: current employment
Apr 12, 2021 to presentfactForm ADV
← Alex LaRosaAdvisorregistration: current employment
Sep 26, 2018 to presentfactForm ADV
← HENRY WILLIAM FOXAdvisorregistration: current employment
Apr 2, 2012 to presentfactForm ADV
← JON PHILIP MICHAEL SOBOTKINAdvisorregistration: current employment
Jan 10, 2007 to presentfactForm ADV
← J SCOTT MILLERAdvisorregistration: current employment
Apr 18, 2005 to presentfactForm ADV
← JONATHAN MILLERAdvisorregistration: current employment
Mar 30, 2005 to presentfactForm ADV
← JUSTIN E CAPETOLAAdvisorregistration: current employment
Mar 29, 2005 to presentfactForm ADV
← JAMES F BEHRAdvisorregistration: previous registration
Oct 19, 2015 to Mar 22, 2024factForm ADV
← Christopher PaleologusAdvisorregistration: previous registration
Oct 16, 2020 to Dec 3, 2021factForm ADV
← MIGUEL L BIAMONAdvisorregistration: previous registration
Jun 22, 2016 to Jul 19, 2018factForm ADV
← PATRICK DENNIS RUNYENAdvisorregistration: previous registration
Jan 10, 2007 to Oct 16, 2008factForm ADV

Controls (3)

← MILLER, J, SCOTTOwnerCHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER, ownership code D, individual
Feb 7, 2012 to Nov 14, 2024factForm ADV
← MILLER, JONATHANOwnerCHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER, ownership code C, individual
Feb 7, 2012 to Nov 14, 2024factForm ADV
← CAPETOLA, JUSTIN, EOwnerCHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER, ownership code C, individual
Feb 7, 2012 to Nov 14, 2024factForm ADV

Dated events

Occurred
Mar 10, 2026
Regulatory AUM changed
Blue Bell Private Wealth Management, Llc reported RAUM $1.1B, up 31% from $854.7M (2025-03-26 to 2026-03-10)
Form ADVobserved 5 days ago
$266M
Occurred
Mar 26, 2025
Regulatory AUM changed
Blue Bell Private Wealth Management, Llc reported RAUM $854.7M, up 27% from $670.7M (2024-11-14 to 2025-03-26)
Form ADVobserved 5 days ago
$184M
Occurred
Mar 28, 2024
Regulatory AUM changed
Blue Bell Private Wealth Management, Llc reported RAUM $670.7M, up 25% from $534.9M (2023-11-14 to 2024-03-28)
Form ADVobserved 5 days ago
$136M
Occurred
Mar 22, 2024
Advisor changed firm
James F Behr left Blue Bell Private Wealth Management, Llc for Ethos Financial Group, Llc (registered 2024-03-18)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4a104fb-ec80-2133-015f-afdd2690ec40
First observed: Feb 7, 2012
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CRD 134184

BLUE BELL, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a4a104fb-ec80-2133-015f-afdd2690ec40

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JUSTIN E CAPETOLA

n/a

BLUE BELL, PA

JONATHAN MILLER

n/a

BLUE BELL, PA

n/a

J SCOTT MILLER

n/a

NAPLES, FL | BLUE BELL, PA

n/a

JON PHILIP MICHAEL SOBOTKIN

n/a

BLUE BELL, PA

n/a

HENRY WILLIAM FOX

Certified Financial Planner|Chartered Financial Consultant

BLUE BELL, PA

Alex LaRosa

Certified Financial Planner

BLUE BELL, PA

n/a

MICHAEL PATRICK WEBER

Certified Financial Planner

BLUE BELL, PA

DANIEL LEVINSON

Certified Financial Planner

BLUE BELL, PA

David James Lorditch

Certified Financial Planner

BLUE BELL, PA

n/a

Joshua David Pearson

Certified Financial Planner

BLUE BELL, PA

SEAN Anthony MILLER

n/a

BLUE BELL, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAPETOLA, JUSTIN, E

CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER

yes

05/2005

Feb 7, 2012

Nov 14, 2024

MILLER, J, SCOTT

CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER

yes

05/2005

Feb 7, 2012

Nov 14, 2024

MILLER, JONATHAN

CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER

yes

05/2005

Feb 7, 2012

Nov 14, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$1.1B

$951M

n/a

2024

Mar 26, 2025

$855M

$790M

n/a

2023

Mar 28, 2024

$671M

$619M

n/a

2022

Feb 25, 2023

$535M

$490M

n/a

2021

Mar 25, 2022

$577M

$530M

n/a

2020

Feb 21, 2021

$518M

$476M

n/a

2019

Jan 23, 2020

$471M

$429M

n/a

2018

Mar 28, 2019

$374M

$347M

n/a

2017

Mar 1, 2018

$404M

$383M

n/a

2016

Mar 1, 2017

$336M

$317M

n/a

2015

Feb 5, 2016

$303M

$284M

n/a

2014

Feb 6, 2015

$276M

$269M

n/a

2013

Jan 20, 2014

$245M

$243M

n/a

2012

Jan 30, 2013

$195M

$193M

n/a

2011

Feb 7, 2012

$189M

$173M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$855M

31.2%

$535M

28.0%