Bell & Brown Wealth Advisors, LLC (Newport Beach)

Name: Bell & Brown Wealth Advisors, LLC
Address: 14 Corporate Plaza, Newport Beach, CA, 92660
Telephone: 949-396-1088

Bell & Brown Wealth Advisors, LLC is a large advisory firm based in Newport Beach. It manages $202.23 million of regulatory assets for 435 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Louisiana, and Texas.

Bell & Brown Wealth Advisors provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bell & Brown Wealth Advisors: assets under management

The assets under management (AUM) of Bell & Brown Wealth Advisors, LLC is $202.23 million. The firm's AUM has grown by 84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $189.97 million in discretionary accounts and $12.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $586.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $110.46 thousand.

Bell & Brown Wealth Advisors has custody of $148.67 million in cash and securities for 194 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 52% of the total AUM. The second-largest asset type is state and local bonds, which make up 40% of the firm’s portfolio. Investments in government bonds form 3% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bell & Brown Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Bell & Brown Wealth Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Bell & Brown Wealth Advisors is high net worth individuals with 73 clients and $167.75 million of assets under management. Among the 7 most similar advisory firms, Bell & Brown Wealth Advisors has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $201.42 million for 278 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Bell & Brown Wealth Advisors doesn't advise any private funds.

Careers at Bell & Brown Wealth Advisors, LLC

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lantz Edward Bell	Chief compliance officer and managing partner	1 May 2015	50% - 75%	1201824
Jeffrey Harry Brown	Managing partner	1 May 2015	50% - 75%	2268949

Based in Newport Beach

The principal office where Bell & Brown Wealth Advisors, LLC performs its advisory services is located at 14 Corporate Plaza, Newport Beach, CA 92660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 949-396-1088 or by fax 949-396-1087. The normal business hours are 6:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at bellbrownadvisors.com.