Three Bell Capital LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated April 14, 2026, reports $5.1B in regulatory assets under management, 22 employees, 10 offices, and 628 accounts.
Assets Under Management
$5.1B
Employees
22
Offices
10 offices
Total Clients
628
Primary office
DALLAS, TX
1925 CEDAR SPRINGS ROAD, SUITE 102, DALLAS, TX, United States
Top client segmentHNWI represent 68.8% of total clients.
Top client categories% of clientsClients
1
HNWI
68.8%
432
2
Pension Plans
28.5%
179
3
Pooled Investment Vehicles
2.7%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.1Bas of April 14, 2026
Discretionary41.7%
$2.1B
42% of total RAUM41.7%
Non-discretionary58.3%
$2.9B
58% of total RAUM58.3%
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$5.1B
Total Accounts628
10Y AUM Change+$4.6B (+930.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee29:1
10Y Employee Change+16 (+266.7%)
* 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.