RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
William Henry Martin
- Title
- CHIEF INVESTMENT STRATEGISTreportedthree-bell.comfirm site, Sep 16, 2026
- Designations
- CFAreportedthree-bell.comas printed on the bio page, Sep 16, 2026
- Investment committee
- “Will leverages over 30 years of institutional portfolio management and public capital markets expertise across all asset classes, to help lead the Investment Committee’s efforts to design, implement and manage client investment strategies a”reportedthree-bell.comthe sentence on the bio page
- Professional profile
- three-bell.com/team_member/william-martinreportedthree-bell.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Three Bell Capital LLC mixed wealth currentsince Apr 17, 2017 · Dallas, Tx
- Altos Investments, Inc. unclassifiedApr 21, 2016 to Aug 16, 2017 · Los Altos, Ca
- Altos Investments, Inc. to Three Bell Capital LLCleft Aug 16, 2017, registered Apr 17, 2017 (-121 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address