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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B•••••• H••••• W••••• M•••••••••
Legal name B•••••• H••••• W••••• M••••••••• L••
Latest filing Apr 30, 2026
First filing on the tape Oct 20, 2025 · 3 filings
SEC status approved since Nov 19, 2025
RAUM
$505M
reported, Item 5.F
Discretionary
94%
of RAUM
Private clients
97%
$491M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$84.2M
derived; firm RAUM over IAPD count
Employees
8
5 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
3 filings and snapshots on the tape
RAUM$505M as of Apr 30, 2026
Oct 20, 2025$0 then
HNW client RAUM$350M as of Apr 30, 2026
Mar 11, 2026$350M then
State-registered IARs (5.B.3)2 as of Apr 30, 2026
Oct 20, 20256 then
Employees (5.A)8 as of Apr 30, 2026
Oct 20, 20258 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 30, 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
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $84.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 47derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.2MderivedHNW RAUM over HNW clients
- Average account
- $337,822derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 94%derivedof RAUM
- Institutional
- 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 2.0derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Wrap fee program
- $505MreportedItem 5.I
- Custody
- $3.6M, 10 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$350M70%
- Individuals$141M28%
- Corporations and businesses$5.6M1.1%
- Charitable organizations$639,8890.1%
- Individual clients
- 200reported
- HNW clients
- 83reported
- Pension plan clients
- n/areported
- Charitable clients
- 2reported
- Accounts
- 1,496reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $505M sponsored, $0 managedreported
- Custody of client assets
- $3.6M for 10 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B••• A••• H••••• | Virginia Beach, Va | Jan 2, 2026 | 24 y | 4 |
| A••• J••• B•••••• | Virginia Beach, Va | Jan 2, 2026 | 12 y | 3 |
| Z•••••• O••• H••••• | Virginia Beach, Va | Jan 2, 2026 | 13 y | 2 |
| T•••••• J••• B•••••• | Virginia Beach, Va | Mar 16, 2026 | 37 y | 4 |
| C•••••• P•••••• B••••••Certified Financial Planner | Mount Pleasant, Sc | Mar 16, 2026 | 34 y | 4 |
| T••••••••• O•••••• A••••••• | Mount Pleasant, Sc | Aug 28, 2026 | 11 y | 0 |
Advisor movement
0 left, 5 joined in 12 months
net +5 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- C•••••• P•••••• B•••••• from C•• A•••••••• L••Mar 16, 2026 · RIA to RIA
- T•••••• J••• B•••••• from C•• A•••••••• L••Mar 16, 2026 · RIA to RIA
- B••• A••• H••••• from C•• A•••••••• L••Jan 2, 2026 · RIA to a newly registered adviser
- Z•••••• O••• H••••• from C•• A•••••••• L••Jan 2, 2026 · RIA to a newly registered adviser
- A••• J••• B•••••• from C•• A•••••••• L••Jan 2, 2026 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from C•• A•••••••• L••Dec 31, 2025 · Atlanta, Ga
- 2 joined from C•• A•••••••• L••Dec 31, 2025 · Virginia Beach, Va
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••• C••••••• P•••••• · Managing Partnercontrolsince 05/2020 · owns 25% to 50%
- B••••••• T••••••• J••• · Presidentcontrolsince 05/2020 · owns 25% to 50%
- H•••••• B•••• A••• · Managing Partnercontrolsince 05/2020 · owns 25% to 50%
- M•••••••• M•••••••• A••• · Chief Compliance Officersince 10/2025 · owns less than 5%
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 |
|---|---|---|---|---|---|
| Virginia Beach, Va · principal | 6 | 6 | 0 | ||
| Mount Pleasant, Sc | 3 | 3 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Discretionary RAUM · $0 to $475MOct 20, 2025 to Mar 11, 2026
- HNW RAUM · unset to 350207778.0Oct 20, 2025 to Mar 11, 2026
- Individual RAUM · unset to 141104247.0Oct 20, 2025 to Mar 11, 2026
- Non-discretionary RAUM · $0 to $30.5MOct 20, 2025 to Mar 11, 2026
- RAUM · $0 to $505MOct 20, 2025 to Mar 11, 2026
- Wrap assets (sponsor) · $0 to $505MOct 20, 2025 to Mar 11, 2026
- Accounts · 0 to 1,496Oct 20, 2025 to Mar 11, 2026
- Advisory employees · 6 to 5Oct 20, 2025 to Mar 11, 2026
- Charity clients · unset to 2.0Oct 20, 2025 to Mar 11, 2026
- Corporate clients · unset to 5.0Oct 20, 2025 to Mar 11, 2026
- HNW clients · unset to 83.0Oct 20, 2025 to Mar 11, 2026
- Individual clients · unset to 200.0Oct 20, 2025 to Mar 11, 2026
- Assets in custody · unset to 3612490.0Oct 20, 2025 to Mar 11, 2026
- Custody of client assets · false to trueOct 20, 2025 to Mar 11, 2026
- Financial planning clients · to 0Oct 20, 2025 to Mar 11, 2026
- State-registered IARs · 6 to 2Oct 20, 2025 to Mar 11, 2026
- Other offices · 0 to 2Oct 20, 2025 to Mar 11, 2026
Signals
2 dated events
- 4 advisors left C•• A•••••••• L•• (Atlanta, GA) for B•••••• H••••• W••••• M••••••••• on the same dayDec 31, 2025 · Team lift-out · derived
- 2 advisors left C•• A•••••••• L•• (Virginia Beach, VA) for B•••••• H••••• W••••• M••••••••• on the same dayDec 31, 2025 · Team lift-out · derived
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
- 757-704-4200reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- bellarsharriswealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 757-704-4200reportedpublic record, Form ADV, Apr 30, 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
- $84.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026