AdvizorPro

Bass AND Bell, Inc.

Bass AND Bell, Inc.. CRD 300557

Bass AND Bell, Inc. logo

CRD: 300557

Bass AND Bell, Inc.

Little Rock, AR, 72202
5016644170
www.bassandbell.com
$1.0B Total AUM
$1.0B Disc. AUM
-- 3Y CAGR
6 Employees
373 ADV. Clients
7 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Raymond James
Clients
Retail and Institutional
Platforms
--
Established Date
02-11-2019
Office Locations
1

Office Locations

1 Information WAY Suite 200 Little Rock AR

About Bass AND Bell, Inc.

Bass and Bell, Inc. is an SEC-registered RIA in Little Rock, AR, operating as a fiduciary. The firm provides financial planning and portfolio management, including estate and business-succession planning and insurance coordination, serving entrepreneurs and other retail/institutional clients. Portfolios use ETFs and public funds with a mix of fixed income and equities, and custody includes Raymond James.

Team overview

-- AVG AGE
$170.8M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
5.2 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
7yrs Firm Age

Insights

Unlock to compare peer behavior around foundation wave.
Upgrade to reveal position-level detail across glacier ridge.
Request access to benchmark trends tied to ember glacier.
Premium access reveals conviction themes in oak horizon.
Unlock to see real insight on radial zenith.
Full visibility includes strategy notes for vertex catalyst.
Premium access reveals conviction themes in bridge harbor.
Full visibility includes strategy notes for element signal vertex.

Asset Classes

Beacon momentum Catalyst Prime

Client Personas

Quantum bridge

Custodian

Glacier harbor Bridge Unison

Investment Themes

Beacon Summit Bridge wave

Investment Vehicles

Legacy Legacy

Services

Matrix insight Glacier wave Summit Alpha element Focus Momentum

Owner & Executives

C

CHRISTOPHER D BELL

Financial Advisor, General Partner, President

CRD
#5242595
Ownership
75% or more
(515) 462-5201
zenith.pioneer@zenithcapital.com
in linkedin.com/in/wave-timber
R

ROBERT W BASS JR

Owner, VICE PRESIDENT

CRD
#1404771
Ownership
10% but less than 25%
(484) 431-5687
ridge.delta@elementcapital.com
in linkedin.com/in/vector-capital
P

Pioneer fusion

Optima eagle

CRD
#70043
Ownership
26.6%
(975) 346-8690
alpha.prime@frontiercapital.com
in linkedin.com/in/eagle-momentum

Showing 2 of 3 owners & executives

Unlock all

Contacts

DIANA K GRAY

DIANA K GRAY

Partner

CRD
#1802848
(300) 898-3534
beacon.atlas@atlascapital.com
in linkedin.com/in/radial-delta
D

DEBORAH KELLEY NEUMANN

Associate

CRD
#1435060
(680) 426-4164
signal.eagle@atlascapital.com
in linkedin.com/in/meridian-bridge
H

Harbor vital

Beacon capital

CRD
#35960
(721) 979-3663
vector.vertex@beaconcapital.com
in linkedin.com/in/momentum-bridge

Showing 2 of 6 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
08-29-2023
03-15-2024
01-29-2025
03-25-2026
Category Assets AVG. Account size
Discretionary $1,021,479,418 $774,435
Non-Discretionary $3,418,197 $1,139,399
Total $1,024,897,615 $775,263

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $1,024,897,615

$1.0B Total SMA
Public Funds:
8.5%
Equity - Exchange:
6.9%
Municipal Bonds:
24.0%
Cash:
24.5%
Corporate - Investment Grade:
7.5%
U.S. Government/Agency:
10.7%
Corporate - Non-Investment Grade:
17.9%
Asset class Assets Assets %
Public Funds $165,169,456 8.5%
Equity - Exchange $134,078,735 6.9%
Municipal Bonds $466,360,817 24.0%
Cash $476,076,667 24.5%
Corporate - Investment Grade $145,737,755 7.5%
U.S. Government/Agency $207,919,198 10.7%
Corporate - Non-Investment Grade $347,827,443 17.9%
Total $1,943,170,071 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform