CRD: 290882
Belleair Asset Management, LLC
Belleair Bluffs, FL, 33770
7275863541
$234.3M Total AUM
$224.6M Disc. AUM
3.3% 3Y CAGR
4 Employees
133 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2017
- Office Locations
- 1
Office Locations
259 Indian Rocks Road North Belleair Bluffs FL
About Belleair Asset Management, LLC
Belleair Asset Management, LLC is a Belleair Bluffs-based RIA. The firm has been operating for 8 years. Managing $234.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$117.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
5.9 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
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Asset Classes
Fusion Wave Ridge quantum
Investment Themes
Beacon Timber wave Capital
Investment Vehicles
Capital meridian
Services
Quantum Meridian zenith Atlas quantum Capital Vertex Momentum quantum Eagle vertex North Momentum harbor
Owner & Executives
JAMES MILTON CLARK
Chief Compliance Officer
- CRD
- #1471379
- Ownership
- 75% or more
(809) 554-2198
matrix.zenith@crestcapital.com
in linkedin.com/in/momentum-delta
T
TINA E CLARK
Investment Advisor, VICE PRESIDENT OPERATIONS
- CRD
- --
- Ownership
- 25% but less than 50%
(709) 495-5842
insight.matrix@fusioncapital.com
in linkedin.com/in/vector-bridge
Showing 2 of 2 owners & executives
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S
SEAN Alexander BLANDING
--
- CRD
- #8005432
(920) 559-1662
value.zenith@radialcapital.com
in linkedin.com/in/optima-harbor
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $224,621,553 | $636,322 |
| Non-Discretionary | $9,662,170 | $743,244 |
| Total | $234,283,723 | $640,119 |
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Separately Managed Accounts
Total SMA Asset: $234,283,723
Public Funds:
21.3% Equity - Exchange:
18.9% Cash:
7.4% Other:
23.3% U.S. Government/Agency:
29.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $251,526,884 | 21.3% |
| Equity - Exchange | $223,185,826 | 18.9% |
| Cash | $87,384,927 | 7.4% |
| Other | $275,144,431 | 23.3% |
| U.S. Government/Agency | $343,635,320 | 29.1% |
| Total | $1,180,877,388 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST FOUNDATION ZENITH | EMBER ZENITH | N7T3OKC6B | AFB | 2.96% | $38,780,688 |
| FUSION CAPITAL | ATLAS PIONEER | ECSSKBXRZ | DBCS | 4.67% | $22,533,785 |
| ELEMENT CAPITAL | VALUE PRIME | JV1KR5WHJ | PPK | 8.72% | $43,403,831 |
| RIDGE OPTIMA | ZENITH VITAL | 3W7WPWHP3 | PYIL | 4.00% | $108,353,583 |
| FOUNDATION VERTEX | QUANTUM BRIDGE | OBRV2YAYK | KIQ | 8.90% | $15,547,153 |
| SIGNAL GLACIER | FOCUS CATALYST | SP5ZLU5MF | OFYS | 5.09% | $24,967,051 |
| VALUE ALPHA | PEAK OAK | TIZT6HXQL | SEWJU | 5.82% | $108,545,269 |
| GLACIER RIDGE ATLAS | QUANTUM MERIDIAN | UEBZ1NSF8 | KHRRQ | 2.44% | $82,052,597 |