THE WOODLANDS, TXCRD 143543Latest ADV March 16, 2026
Bellatore Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in The Woodlands, TX. Its latest Form ADV filing, dated March 16, 2026, reports $639M in regulatory assets under management, 3 employees, and 1,731 accounts.
Assets Under Management
$639M
Employees
3
Offices
--
Total Clients
561
Primary office
THE WOODLANDS, TX
1790 HUGHES LANDING BLVD, SUITE 575, THE WOODLANDS, TX, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.9% of total clients.
Top client categories% of clientsClients
1
Individuals
62.9%
353
2
HNWI
34.6%
194
3
Charitable
1.4%
8
4
Corporations
1.1%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$639Mas of March 16, 2026
Discretionary2.6%
$16M
3% of total RAUM2.6%
Non-discretionary97.4%
$622M
97% of total RAUM97.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$639M
Total Accounts1,731
10Y AUM Change+$321M (+101.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee187:1
10Y Employee Change-1 (-25.0%)
* 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.