RIA Intel›Advisers›Florida›BELLEAIR ASSET MANAGEMENT, LLC

BELLEAIR ASSET MANAGEMENT, LLC

Advisory

N·BELLEAIR BLUFFS, FL

Data as of Jul 29, 2026 · Source: SEC Form ADV

Total AUM
$234M
1-Year AUM Growth
+1.6%
3-Year CAGR
+6.5%
Employees
2
Assets Under Management
Total AUM$234M
Discretionary AUM$225M
Non-Discretionary AUM$10M
Discretionary %95.9%
Total Clients120
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingNov 10, 2017
Latest FilingJul 29, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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