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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-11-2019
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between January 29, 2025 and March 25, 2026, reported AUM increased 17.2%, from $874.6M to $1.0B.
Across 5 reported observations, AUM increased 76.6% between March 28, 2022 and March 25, 2026, from $580.3M to $1.0B.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 6 advisory representatives and 373 clients, or 62.2 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Bass AND Bell, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER D BELL
Financial Advisor, General Partner, President
- CRD
- #5242595
- Ownership
- 75% or more
ROBERT W BASS JR
Owner, VICE PRESIDENT
- CRD
- #1404771
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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DIANA K GRAY
Partner
- CRD
- #1802848
DEBORAH KELLEY NEUMANN
Associate
- CRD
- #1435060
Showing 2 of 7 contacts
Unlock allAssets Under Management
| 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 |
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Separately Managed Accounts
SMA allocation detail is available
Bass AND Bell, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.