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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-11-2013
- Office Locations
- 1
Office Locations
About Belloadvisers, LLC
Belloadvisers, LLC is a Kailua, Hawaii-based fee-only RIA providing investment counsel and financial planning. Led by CFP professionals David and Samuel Bello, the firm delivers investment management/advice plus retirement, estate, and elder care/long-term care planning, with no product sales or commissions. Portfolios are ETF-centric, and custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 157 clients, or 78.5 clients per representative. That equates to $605.1K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
SAMUEL JAMES BELLO
Certified Financial Planner TM, Managing Member
- CRD
- #4950064
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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DAVID FRANCIS BELLO
Certified Financial Planner TM
- CRD
- #17659
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $95,000,000 | -- |
| Total | $95,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Belloadvisers, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.