CRD: 175419
Bell & Brown Wealth Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-11-2015
- Office Locations
- 2
Office Locations
About Bell & Brown Wealth Advisors, LLC
Bell & Brown Wealth Advisors is a boutique wealth manager led by managing partners Lantz Bell and Jeff Brown. The firm provides tailored portfolio management focused on “old-fashioned” investing in quality stocks and bonds, with meaningful use of ETFs and fixed income (including municipal and government bonds). Serves retail and institutional relationships and custodies assets with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
LANTZ EDWARD BELL
Chief Compliance Officer, Managing Member, Senior Portfolio Manager
- CRD
- #1201824
- Ownership
- 50% but less than 75%
JEFFREY HARRY BROWN
Advisor, Managing Member
- CRD
- #2268949
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
MARILYN JEAN HORSLEY
Senior Administrative Director
- CRD
- #1417652
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $481,315,911 | $795,563 |
| Non-Discretionary | $5,452,197 | $1,817,399 |
| Total | $486,768,108 | $800,605 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $486,768,108
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,559,161,571 | 21.2% |
| Municipal Bonds | $1,706,252,285 | 23.2% |
| U.S. Government/Agency | $1,242,916,535 | 16.9% |
| Cash | $1,235,561,999 | 16.8% |
| Corporate - Investment Grade | $1,610,643,321 | 21.9% |
| Total | $7,354,535,711 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL CREST | OPTIMA ALPHA | LKJZVPSJ5 | JWZVN | 4.45% | $106,588,642 |
| WAVE EAGLE | INSIGHT MOMENTUM | A8ICP19A4 | KBYH | 0.64% | $33,730,942 |
| MERIDIAN ZENITH | DELTA RIDGE | 3AYPFZDU7 | YBKB | 4.86% | $40,433,683 |
| FUSION INSIGHT BEACON | VALUE ELEMENT | ERKYW6ADU | SRC | 5.31% | $95,252,067 |
| SIGNAL PEAK | HARBOR WAVE | 270IJY7VX | DBX | 4.14% | $107,136,254 |
| EAGLE OPTIMA | SUMMIT PATHWAY | 0642MDB32 | FDJ | 5.25% | $108,038,173 |
| VECTOR NORTH | EAGLE PEAK | BU87N61ZZ | HCJ | 9.25% | $84,405,371 |
| WAVE GLACIER | MOMENTUM SIGNAL | J83FC2VPK | GQHVI | 1.25% | $91,084,892 |