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.
SEC-registered adviser
Blue Bell Private Wealth Management, LLC
Latest filing Mar 10, 2026
First filing on the tape Feb 7, 2012 · 39 filings
SEC status approved since Feb 28, 2005
RAUM
$1.1B
reported, Item 5.F
Discretionary
85%
of RAUM
Private clients
99%
$1.1B individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$102M
derived; firm RAUM over IAPD count
Employees
13
10 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$1.1B as of Mar 10, 2026
Feb 7, 2012$189M then
HNW client RAUM$867M as of Mar 10, 2026
Mar 1, 2018$352M then
State-registered IARs (5.B.3)10 as of Mar 10, 2026
Jan 30, 20134 then
Employees (5.A)13 as of Mar 10, 2026
Jan 30, 20136 then
Private funds: no history
RAUM +31% over the last fiscal year+28% a year over threeIARs 9 to 10offices 3 to 2
Practice profile
derived from the filing of Mar 10, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- 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
- $102MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 73derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.1MderivedHNW RAUM over HNW clients
- Average account
- $498,540derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 85%derivedof RAUM
- Institutional
- 0.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 3.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%derivedbetween the last two annual amendments
- Advisor growth, one year
- +11%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.4%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $83.3M, 61 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$867M77%
- Individuals$247M22%
- Charitable organizations$6.5M0.6%
- Corporations and businesses$947,4520.1%
- Individual clients
- 595reported
- HNW clients
- 209reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 2,249reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $83.3M for 61 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Justin E Capetola | Blue Bell, Pa | Mar 29, 2005 | 22 y | 1 |
| Jonathan Miller | Blue Bell, Pa | Mar 30, 2005 | 25 y | 0 |
| J Scott Miller | Naples, Fl | Apr 18, 2005 | 43 y | 0 |
| Jon Philip Michael Sobotkin | Blue Bell, Pa | Jan 10, 2007 | 20 y | 0 |
| Henry William FoxCertified Financial Planner, Chartered Financial Consultant | Blue Bell, Pa | Apr 2, 2012 | 31 y | 3 |
| Alex LarosaCertified Financial Planner | Blue Bell, Pa | Sep 26, 2018 | 11 y | 0 |
| Michael Patrick WeberCertified Financial Planner | Blue Bell, Pa | Apr 12, 2021 | 21 y | 6 |
| Daniel LevinsonCertified Financial Planner | Blue Bell, Pa | Mar 1, 2024 | 12 y | 1 |
| David James LorditchCertified Financial Planner | Blue Bell, Pa | Jan 16, 2025 | 10 y | 0 |
| Joshua David PearsonCertified Financial Planner | Blue Bell, Pa | Feb 5, 2026 | 11 y | 3 |
| Sean Anthony Miller | Blue Bell, Pa | May 1, 2026 | 19 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
- James F Behr to Ethos Financial Group, LLCMar 22, 2024 · RIA to RIA
- Christopher Paleologus to Meyer Capital GroupDec 3, 2021 · RIA to RIA
- Miguel L Biamon to Newsquare Capital, LLCJul 19, 2018 · RIA to RIA
- Christopher Paleologus to Aepg Wealth StrategiesOct 13, 2017 · Other
- Patrick Dennis Runyen to Independence Advisors, LLCOct 16, 2008 · Other
Joined, latest
- Joshua David Pearson from Vanguard Advisers, Inc.Feb 5, 2026 · Affiliated broker-dealer or bank to independent RIA
- Daniel Levinson from Commonwealth Financial NetworkMar 1, 2024 · Affiliated broker-dealer or bank to independent RIA
- Michael Patrick Weber from Bluesphere Advisors LLCApr 12, 2021 · RIA to RIA
- Christopher Paleologus from Wealth Enhancement Advisory Services, LLCOct 16, 2020 · Affiliated broker-dealer or bank to independent RIA
- Miguel L Biamon from Uvest Financial Services Group, Inc.Jun 22, 2016 · Other
- Henry William Fox from Questar Asset Management, Inc.Apr 2, 2012 · Other
- Justin E Capetola from Morgan Stanley Dw Inc.Mar 29, 2005 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- E Justin Capetola · Chief Compliance Officer & Joint Managing Member/Partnercontrolsince 05/2005 · owns 25% to 50%
- Scott J Miller · Chief Investment Officer & Joint Managing Member/Partnercontrolsince 05/2005 · owns 50% to 75%
- Jonathan Miller · Chief Executive Officer & Joint Managing Member/Partnercontrolsince 05/2005 · owns 25% to 50%
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 |
|---|---|---|---|---|---|
| Blue Bell, Pa · principal | 11 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 2,332 to 2,249Mar 26, 2025 to Mar 10, 2026
- Advisory employees · 9 to 10Mar 26, 2025 to Mar 10, 2026
- Corporate clients · 5 to 7Mar 26, 2025 to Mar 10, 2026
- HNW clients · 215 to 209Mar 26, 2025 to Mar 10, 2026
- Individual clients · 586 to 595Mar 26, 2025 to Mar 10, 2026
- Assets in custody · $246M to $83.3MMar 26, 2025 to Mar 10, 2026
- Employees · 12 to 13Mar 26, 2025 to Mar 10, 2026
- State-registered IARs · 9 to 10Mar 26, 2025 to Mar 10, 2026
- Other offices · 3 to 2Mar 26, 2025 to Mar 10, 2026
- Discretionary RAUM · $790M to $951MMar 26, 2025 to Mar 10, 2026
- HNW RAUM · $655M to $867MMar 26, 2025 to Mar 10, 2026
- Individual RAUM · $194M to $247MMar 26, 2025 to Mar 10, 2026
- Non-discretionary RAUM · $64.6M to $170MMar 26, 2025 to Mar 10, 2026
- RAUM · $855M to $1.1BMar 26, 2025 to Mar 10, 2026
- Accounts · 1,906 to 2,332Nov 14, 2024 to Mar 26, 2025
- HNW clients · 193 to 215Nov 14, 2024 to Mar 26, 2025
- Individual clients · 541 to 586Nov 14, 2024 to Mar 26, 2025
- Assets in custody · $26.2M to $246MNov 14, 2024 to Mar 26, 2025
- Employees · 11 to 12Nov 14, 2024 to Mar 26, 2025
- Financial planning clients · 51-100 to 251-500Nov 14, 2024 to Mar 26, 2025
- Discretionary RAUM · $619M to $790MNov 14, 2024 to Mar 26, 2025
- HNW RAUM · $526M to $655MNov 14, 2024 to Mar 26, 2025
- Individual RAUM · $142M to $194MNov 14, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $51.5M to $64.6MNov 14, 2024 to Mar 26, 2025
- RAUM · $671M to $855MNov 14, 2024 to Mar 26, 2025
- Accounts · 1,704 to 1,906Nov 14, 2023 to Mar 28, 2024
- Advisory employees · 8 to 9Nov 14, 2023 to Mar 28, 2024
- Corporate clients · 6 to 5Nov 14, 2023 to Mar 28, 2024
- HNW clients · 181 to 193Nov 14, 2023 to Mar 28, 2024
- Individual clients · 495 to 541Nov 14, 2023 to Mar 28, 2024
- Assets in custody · $2.8M to $26.2MNov 14, 2023 to Mar 28, 2024
- Employees · 10 to 11Nov 14, 2023 to Mar 28, 2024
- Financial planning clients · 26-50 to 51-100Nov 14, 2023 to Mar 28, 2024
- State-registered IARs · 8 to 9Nov 14, 2023 to Mar 28, 2024
- Other offices · 2 to 3Nov 14, 2023 to Mar 28, 2024
- Discretionary RAUM · $490M to $619MNov 14, 2023 to Mar 28, 2024
- HNW RAUM · $419M to $526MNov 14, 2023 to Mar 28, 2024
- Individual RAUM · $115M to $142MNov 14, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $44.6M to $51.5MNov 14, 2023 to Mar 28, 2024
- RAUM · $535M to $671MNov 14, 2023 to Mar 28, 2024
Signals
4 dated events
- Blue Bell Private Wealth Management, Llc reported RAUM $1.1B, up 31% from $854.7M (2025-03-26 to 2026-03-10)Mar 10, 2026 · RAUM change · derived
- Blue Bell Private Wealth Management, Llc reported RAUM $854.7M, up 27% from $670.7M (2024-11-14 to 2025-03-26)Mar 26, 2025 · RAUM change · derived
- Blue Bell Private Wealth Management, Llc reported RAUM $670.7M, up 25% from $534.9M (2023-11-14 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- James F Behr left Blue Bell Private Wealth Management, Llc for Ethos Financial Group, Llc (registered 2024-03-18)Mar 22, 2024 · Advisor changed firm · fact
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
- 610-825-3540reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/BLUE-BELL-PRIVATE-WEALTH-MANAGEMENTreportedpublic record, Form ADV, Sep 17, 2026
- Website
- bluebellpwm.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 610-825-3540reportedpublic record, Form ADV, Mar 10, 2026
- Contact form
- bluebellpwm.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- bluebellpwm.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
- $102Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026