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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2006
- Office Locations
- 1
Office Locations
About Bell Strategic Investments, Inc.
Bell Strategic Investments, Inc. is a Escondido-based RIA. The firm has been operating for 20 years. Managing $70.0M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Between January 3, 2011 and May 25, 2012, reported AUM decreased 26.3%, from $57.0M to $42.0M.
Of the latest reported AUM, 76.2% is discretionary and 23.8% is non-discretionary.
The firm reports 1 advisory representatives and 113 clients, or 113 clients per representative. That equates to $619.5K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
RICHARD JAMES BELL
Chief Compliance Officer, Chief Executive Officer, PORTFOLIO MANAGER, President
- CRD
- #1336367
- Ownership
- 75% or more
DAWN ANNETTE BELL
Chief Executive Officer
- CRD
- --
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,000,000 | $640,000 |
| Non-Discretionary | $11,000,000 | $333,333 |
| Total | $70,000,000 | $525,000 |
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Separately Managed Accounts
SMA allocation detail is available
Bell Strategic Investments, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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