Bell Partners
Greensboro, NC·SEC-registered · CRD #329611
Bell Partners is an SEC-registered investment advisory firm in Greensboro, NC managing $6.1B across 39 client accounts, with 69 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.1B
Client accounts
39
Advisory staff
69
Fee model
Fee-only
How Bell Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Bell Partners
How much does Bell Partners manage?
Per its most recent SEC Form ADV filing (05/21/2026), Bell Partners reports $6.1B in regulatory assets under management across roughly 39 client accounts.
How does Bell Partners charge?
Bell Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Bell Partners a fiduciary?
Yes. Bell Partners is registered with the U.S. Securities and Exchange Commission (CRD #329611), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Bell Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Bell Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Bell Partners's public SEC Form ADV filing (CRD #329611, filed 05/21/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Bell Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Bell Partners? Claim this profile.