Bellecapital International is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 25, 2026, reports $2.0B in regulatory assets under management, 18 employees, and 359 accounts.
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 38.5% of total clients.
Top client categories% of clientsClients
1
HNWI
38.5%
112
2
Irrevocable Trusts/Estates
28.5%
83
3
Corporations
16.5%
48
4
Individuals
15.5%
45
5
Pooled Investment Vehicles
0.3%
1
Categories with <5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 25, 2026
Discretionary91.2%
$1.8B
91% of total RAUM91.2%
Non-discretionary8.8%
$172M
9% of total RAUM8.8%
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.
Total AUM$2.0B
Total Accounts359
10Y AUM Change+$1.5B (+293.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee16:1
10Y Employee Change+12 (+200.0%)
* 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.