Three Bell Capital LLC

Three Bell Capital LLC (CRD# 159736) is a financial advisory firm headquartered in Los Altos, CA. They manage $490,165,073 in 179 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    490
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $2,738,352
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

Financial Advisors at Three Bell Capital LLC
Showing 1 - 5 of 5 top financial advisors.
1
Bill Martin
CRD#: 1568084
4 Main Street, Suite 230, Los Altos, CA 94022
108
Wealthminder
score

Bill Martin, CFA is a Senior Managing Director and Investment Strategist at Three Bell Capital in Los Altos, CA and has over 30 years of experience in the investment industry.

Bill helps lead the Three Bell Investment Committee’s efforts to design, implement and manage client investment strategies and portfolios. Bill brings to Three Bell over 30 years of experience as an institutional investor and senior portfolio manager, 27 of which were spent at American Century, one of the largest mutual fund families in the world.

While at American Century, he managed over $10 billion in investments worldwide across all asset classes including stocks, bonds, commodities, and currencies, consistently earning 5 Star Morningstar ratings, as well as numerous other professional investment accolades.

Bill attained his CFA designation in 1991.  While all investment advisors have licenses allowing them to offer investment advice, few have a CFA designation. As an institutional money manager, he frequently appeared on CNBC, Bloomberg TV & Radio, Fox News, BusinessWeek, New York Times, Barron’s, Wall Street Journal, Financial Times, USA Today, Los Angeles Times, and he has spoken at institutional investment conferences including Journal of Finance, Charles Schwab, Morningstar, and Pensions & Investments.

 

 

   

 

2
Jon Porter
CRD#: 5274991
4 Main Street, Suite 230, Los Altos, CA 94022
104
Wealthminder
score

Jon Porter is the Founder and CEO of Three Bell Capital, located in Los Altos, CA.  Jon has over 10 years of experience as a wealth management professional, and has been a licensed attorney for over 15 years.

Jon leverages his legal training, working in concert with the entire Three Bell Capital team to provide comprehensive wealth management services to the entrepreneurial community.

In particular, Jon helps private clients develop a plan for their wealth which includes asset management, estate planning, tax strategy, insurance coverage, and lending, and coordinates those efforts across clients' network of professional advisors.

Jon also works with the Three Bell corporate retirement plan division helping clients establish and manage 401(k), cash balance, and deferred comp plans, with a particular emphasis on venture, private equity, and professional services firms and high growth technology companies.

For clients seeking private company liquidity, Jon works as representative of a FINRA-registered broker dealer to facilitate private stock transactions.

3
Eric C. Patterson
CRD#: 5657960
4 Main Street, Suite 230, Los Altos, CA 94022
93
Wealthminder
score

Eric Patterson (CRD# 5657960) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 6 years of experience in the finance industry.

4
Andre E. Huaman
CRD#: 5959431
4 Main Street, Suite 230, Los Altos, CA 94022
90
Wealthminder
score

Andre Huaman (CRD# 5959431) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 5 years of experience in the finance industry.

5
Jeffrey K. Larsen
CRD#: 6390485
4 Main Street, Suite 230, Los Altos, CA 94022
88
Wealthminder
score

Jeffrey Larsen (CRD# 6390485) is an Investment Advisor Representative working at Three Bell Capital LLC in Los Altos, CA and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.