Three Bell Capital LLC

Three Bell Capital LLC (CRD# 159736) is a financial advisory firm headquartered in Dallas, TX. They manage $3,248,428,457 in 552 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
1925 Cedar Springs Road, Suite 102, Dallas, TX 75201
https://www.linkedin.com/company/three-bell-capital/
By the Numbers
  • Total Assets Under Management
    3,248
    MILLION
  • Total Number of Accounts
    552
    ACCOUNTS
  • Average Account Value
    $5,884,834
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI, IL, KS, MT, NC, NY, OR, TX, WA

Financial Advisors at Three Bell Capital LLC
Showing 11 - 12 of 12 top financial advisors.
11
Elisabeth Boaz, financial advisor Dallas TX
Elisabeth L. Boaz
CRD#: 4034410
1925 Cedar Springs Road, Suite 102, Dallas, TX 75201

Elisabeth Boaz (CRD# 4034410) is an Investment Advisor Representative working at Three Bell Capital LLC in Dallas, TX and has over 13 years of experience in the finance industry.

12
Zachary Kerr, financial advisor Dallas TX
Zachary D. Kerr
CRD#: 7413030
1925 Cedar Springs Road, Suite 102, Dallas, TX 75201

Zachary Kerr (CRD# 7413030) is an Investment Advisor Representative working at Three Bell Capital LLC in Dallas, TX and has 1 year of experience in the finance industry.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals