Three Bell Capital LLC

Three Bell Capital LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Dallas, Texas. On its latest Form ADV, filed June 9, 2026, it reports $5.1B in regulatory assets under management, 432 individual clients and 14 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	159736 · SEC file 801-79156
Office	1925 Cedar Springs Road Suite 102 Dallas, TX 75201
Phone	(650) 843-9836
Website	www.three-bell.com.
Regulatory assets under management	$5.1B ($2.1B discretionary)
Individual clients	0 non-high-net-worth, 432 high-net-worth
Financial planning clients	251-500
How it charges	Percentage of assets, Fixed fee, Other
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars
Employees	22
Disciplinary disclosures	None reported
Latest Form ADV filing	June 9, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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