HILLSBORO, OHCRD 326354Latest ADV February 20, 2026
Bell City Wealth, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Hillsboro, OH. Its latest Form ADV filing, dated February 20, 2026, reports $163M in regulatory assets under management, 2 employees, and 789 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.6% of total clients.
Top client categories% of clientsClients
1
Individuals
87.6%
304
2
HNWI
9.5%
33
3
Corporations
2.6%
9
4
Pension Plans
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$163Mas of February 20, 2026
Discretionary100.0%
$163M
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$163M
Total Accounts789
10Y AUM Change+$163M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee174:1
10Y Employee Change-1 (-33.3%)
* 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.