DFX Intelligence
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.
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SEC-registered adviser
B••• I••••••••• A••••••• I••
Latest filing Jun 11, 2026
First filing on the tape Nov 30, 2011 · 35 filings
SEC status approved since Apr 12, 1999
RAUM
$788M
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
92%
$723M individuals and HNW
Advisors
9
registered through the firm on IAPD
RAUM per advisor
$87.5M
derived; firm RAUM over IAPD count
Employees
14
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$788M as of Jun 11, 2026
Feb 9, 2012$437M then
HNW client RAUM$655M as of Jun 11, 2026
Mar 6, 2018$473M then
State-registered IARs (5.B.3)8 as of Jun 11, 2026
Feb 9, 20120 then
Employees (5.A)14 as of Jun 11, 2026
Mar 1, 201313 then
Private funds: no history
RAUM +15% over the last fiscal year+11% a year over threeIARs 8 to 8
Practice profile
derived from the filing of Jun 11, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $87.5MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 48derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.6MderivedHNW RAUM over HNW clients
- Average account
- $662,387derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%derivedof RAUM
- Institutional
- 7.9%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 9.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Custody
- $444M, 360 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$655M83%
- Individuals$68.0M8.6%
- Charitable organizations$31.0M3.9%
- Pension and profit-sharing plans$30.9M3.9%
- Corporations and businesses$2.9M0.4%
- Individual clients
- 177reported
- HNW clients
- 252reported
- Pension plan clients
- 6reported
- Charitable clients
- 8reported
- Accounts
- 1,189reported
- Financial planning clients
- 51-100reported
- Wrap fee programs
- noreported
- Custody of client assets
- $444M for 360 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
9 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••• R•• B••••• | Orinda, Ca | Jun 5, 2007 | 21 y | 0 |
| J••••• R••• M••••••• | Orinda, Ca | Aug 20, 2008 | 20 y | 0 |
| L•••••• J••• H••••••• | Orinda, Ca | Mar 23, 2010 | 16 y | 0 |
| H•••• A••• C••••••• | Orinda, Ca | Jun 2, 2014 | 14 y | 1 |
| F•••••• R••• B••• | Orinda, Ca | Jan 27, 2016 | 21 y | 0 |
| R••• E•••••• K•••••Chartered Financial Analyst | Orinda, Ca | May 1, 2019 | 19 y | 2 |
| T•••••• S•••••• B•••• | Orinda, Ca | Jul 29, 2019 | 11 y | 1 |
| C•••••• R••• | Orinda, Ca | Sep 18, 2025 | 10 y | 1 |
| S•••• R••••• L••••••••• | Orinda, Ca | Oct 29, 2025 | 14 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- D••• B•••••• N••••• to T••••••• W•••••May 29, 2025 · RIA to a state-registered adviser
- C•••••••• M•••• L•••• to E••••••• W•••••Jun 15, 2020 · RIA to RIA
- R•••• R••••• N•••• to F•••• I••••••••• G••••• L••Jul 29, 2019 · RIA to RIA
- C•••••• S••••• B•••••• to B••••••• J•••• L••Feb 27, 2019 · RIA to RIA
- M•••••• P• K••• to K••• W••••• A•••••••• L••Dec 14, 2016 · Other
- C••••••••• P••• D•••••••• to B••••••• J•••• L••Feb 27, 2014 · Other
- M••• D•••• O•••••• to W••••• C•••• W••••• M••••••••• I•••Nov 19, 2009 · Other
- M••• T• W••••• to V••••• W••••• M••••••••• L••Apr 22, 2009 · Other
- P••• G••••• W••••• to V••••• W••••• M••••••••• L••Apr 22, 2009 · Other
- N••• T•••• N••••• to N••••• I••••••••• A•••••••• I•••Nov 21, 2005 · Other
Joined, latest
- C•••••• R••• from L•• F•••••••• L••Sep 18, 2025 · Affiliated broker-dealer or bank to independent RIA
- T•••••• S•••••• B•••• from B••••••• • C••••••• L••Jul 29, 2019 · RIA to RIA
- R••• E•••••• K••••• from W•••••• • R•••May 1, 2019 · Other
- H•••• A••• C••••••• from S••••• I••••••••• M••••••••• L••Jun 2, 2014 · Other
- C••••••••• P••• D•••••••• from F••••• I•••••••••Oct 30, 2012 · Other
- M••• D•••• O•••••• from H••••• • A••••• C•••••• M••••••••• I•••Apr 25, 2007 · Other
- P••• G••••• W••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••May 3, 2006 · Other
- N••• T•••• N••••• from C•••••• S••••• • C••• I•••Mar 10, 2005 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B•••••• B••••• R•• · Chief Compliance Officercontrolsince 01/2009 · owns less than 5%
- B•••• F••••••• R••• · Owner, President, Senior Investment Advisor, And Financial Pla•••Rcontrolsince 01/2019 · owns 50% to 75%
- B•••• J••••• F•••••••• · Trustee Of B••• Family 2001 Trustcontrolsince 08/2001 · owns 25% to 50%
- B•••• E••••• H•••• · Ownersince 07/2006 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Orinda, Ca · principal | 9 | 2 | 0 | ||
| Oakland, Ca | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,157 to 1,189Jun 24, 2025 to Feb 24, 2026
- Advisory activities · 3 to 4Jun 24, 2025 to Feb 24, 2026
- Charity clients · 6 to 8Jun 24, 2025 to Feb 24, 2026
- HNW clients · 270 to 252Jun 24, 2025 to Feb 24, 2026
- Individual clients · 159 to 177Jun 24, 2025 to Feb 24, 2026
- Pension plan clients · 5 to 6Jun 24, 2025 to Feb 24, 2026
- Assets in custody · $362M to $444MJun 24, 2025 to Feb 24, 2026
- Employees · 15 to 14Jun 24, 2025 to Feb 24, 2026
- Discretionary RAUM · $625M to $718MJun 24, 2025 to Feb 24, 2026
- HNW RAUM · $587M to $655MJun 24, 2025 to Feb 24, 2026
- Individual RAUM · $46.5M to $68.0MJun 24, 2025 to Feb 24, 2026
- Non-discretionary RAUM · $61.4M to $69.9MJun 24, 2025 to Feb 24, 2026
- Pension RAUM · $23.8M to $30.9MJun 24, 2025 to Feb 24, 2026
- RAUM · $686M to $788MJun 24, 2025 to Feb 24, 2026
- Financial planning clients · 51-100 to 51-100Mar 21, 2025 to Jun 24, 2025
- Accounts · 1,156 to 1,157Mar 5, 2024 to Mar 21, 2025
- Advisory employees · 9 to 6Mar 5, 2024 to Mar 21, 2025
- Advisory activities · 4 to 3Mar 5, 2024 to Mar 21, 2025
- Corporate clients · 1 to 0Mar 5, 2024 to Mar 21, 2025
- HNW clients · 358 to 270Mar 5, 2024 to Mar 21, 2025
- Individual clients · 80 to 159Mar 5, 2024 to Mar 21, 2025
- Assets in custody · $366M to $362MMar 5, 2024 to Mar 21, 2025
- Employees · 11 to 15Mar 5, 2024 to Mar 21, 2025
- HQ city · OAKLAND to ORINDAMar 5, 2024 to Mar 21, 2025
- State-registered IARs · 9 to 8Mar 5, 2024 to Mar 21, 2025
- Discretionary RAUM · $584M to $625MMar 5, 2024 to Mar 21, 2025
- HNW RAUM · $582M to $587MMar 5, 2024 to Mar 21, 2025
- Individual RAUM · $9.2M to $46.5MMar 5, 2024 to Mar 21, 2025
- Non-discretionary RAUM · $60.2M to $61.4MMar 5, 2024 to Mar 21, 2025
- Pension RAUM · $21.4M to $23.8MMar 5, 2024 to Mar 21, 2025
- RAUM · $645M to $686MMar 5, 2024 to Mar 21, 2025
- Accounts · 1,167 to 1,156Mar 4, 2023 to Mar 5, 2024
- Corporate clients · 0 to 1Mar 4, 2023 to Mar 5, 2024
- HNW clients · 365 to 358Mar 4, 2023 to Mar 5, 2024
- Individual clients · 79 to 80Mar 4, 2023 to Mar 5, 2024
- Pension plan clients · 7 to 5Mar 4, 2023 to Mar 5, 2024
- Assets in custody · $336M to $366MMar 4, 2023 to Mar 5, 2024
- Discretionary RAUM · $530M to $584MMar 4, 2023 to Mar 5, 2024
- HNW RAUM · $518M to $582MMar 4, 2023 to Mar 5, 2024
- Individual RAUM · $8.3M to $9.2MMar 4, 2023 to Mar 5, 2024
Signals
2 dated events
- D••• B•••••• N••••• left B••• I••••••••• A••••••• I•• for T••••••• W••••• (registered 2020-01-02)May 29, 2025 · Advisor changed firm · fact
- Bonetti Bonnie Bell (Trustee Of Bell Family 2001 Trust) no longer on Schedule A of B••• I••••••••• A••••••• I•• (listed 2019-05-09, absent 2020-03-10)Mar 10, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 510-433-1066reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- B•••INVEST.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 510-433-1066reportedpublic record, Form ADV, Jun 11, 2026
- Contact form
- bellinvest.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- bellinvest.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $87.5Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026