Mark Bell Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 25, 2026, reports $138M in regulatory assets under management, 1 employee, and 90 accounts.
Assets Under Management
$138M
Employees
1
Offices
--
Total Clients
27
Primary office
CHICAGO, IL
401 N MICHIGAN AVE, SUITE 1200, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
27
Categories with <5 clients
Individuals (other than high net worth individuals)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$138Mas of March 25, 2026
Discretionary100.0%
$138M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$138M
Total Accounts90
10Y AUM Change+$29M (+26.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee27:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.