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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber oakMomentum +more
- Established Date
- 08-28-2024
- Office Locations
- 1
Office Locations
About Belleros Capital Management, LLC
Belleros Capital Management is a Maryland-registered RIA focused on helping investors get back on track for long-term investment and retirement goals through disciplined, capital-appreciation-oriented portfolio management and wealth optimization. The firm works with individuals planning for inflation, retirement income, and legacy/wealth transfer, and custodies client assets at Charles Schwab; public filings indicate portfolios are implemented primarily with ETFs (with a cash sleeve).
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Owner & Executives
SAMRANG VATTANA HAI
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #2776103
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,300,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,581,578,806 | 39.0% |
| Public Funds | $600,188,880 | 14.8% |
| Cash | $1,873,562,586 | 46.2% |
| Total | $4,055,330,272 | 100.0% |