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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-04-2007
- Office Locations
- 2
Office Locations
About Bellatore Financial, Inc.
Bellatore Financial is a The Woodlands, TX-based registered investment adviser providing financial and investment planning, portfolio management, and insurance/annuity guidance for retail and institutional clients. Investment implementation spans mutual funds and ETFs with an asset-allocation approach, supported by Orion/iRebal technology and Schwab custody.
Reported data analysis
What the numbers show
Between November 18, 2025 and March 16, 2026, reported AUM increased 13.0%, from $565.5M to $638.7M.
Across 5 reported observations, AUM decreased 1.2% between July 5, 2022 and March 16, 2026, from $646.6M to $638.7M.
Of the latest reported AUM, 2.6% is discretionary and 97.4% is non-discretionary.
The firm reports 2 advisory representatives and 561 clients, or 280.5 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 18 years in operation. The source data was last updated on March 16, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Bellatore Financial, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Jonathan Joseph Scheid
President
- CRD
- #3150147
- Ownership
- 10% but less than 25%
WALTER FRANCIS BURNS III
President
- CRD
- #1410185
- Ownership
- 5% but less than 10%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,422,990 | $10,026 |
| Non-Discretionary | $622,282,230 | $6,691,207 |
| Total | $638,705,220 | $368,980 |
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Separately Managed Accounts
SMA allocation detail is available
Bellatore Financial, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.