RIA Intel›Advisers›Texas›BELLAIRE CAPITAL MANAGEMENT, LLC

BELLAIRE CAPITAL MANAGEMENT, LLC

Advisory

TX

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in TX

#2,222

of 2,813 advisers by AUM

Average account

$359K

across 45 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$194K

Discretionary %98.8%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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