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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Harbor frontierMomentum legacy
- Established Date
- 01-01-2010
- Office Locations
- 1
Office Locations
About Bellaire Capital Management, LLC
Bellaire Capital Management (Bellaire, TX) is a fee-based advisor providing integrated financial planning and investment management for long-term, goals-based investors, with support for retirement, insurance, tax, budgeting/cash flow, and small-business transition planning. The firm offers discretionary separate account management and non-discretionary advice, with portfolios primarily ETF-based. Led by Kevin Spires, CFA, FRM; custodies with Interactive Brokers.
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Owner & Executives
KEVIN BERNARD SPIRES
Chief Compliance Officer, Managing Member, President
- CRD
- #2343613
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,956,841 | -- |
| Non-Discretionary | $193,554 | -- |
| Total | $16,150,395 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,150,395
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $133,357,807 | 36.4% |
| Cash | $57,153,346 | 15.6% |
| Other | $138,120,586 | 37.7% |
| Public Funds | $37,735,862 | 10.3% |
| Total | $366,367,601 | 100.0% |