CRD: 134184
Blue Bell Private Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Delta frontierFrontier +more
- Established Date
- 02-28-2005
- Office Locations
- 1
Office Locations
About Blue Bell Private Wealth Management, LLC
Blue Bell Private Wealth Management is an independent, fee-only investment management and financial planning firm in suburban Philadelphia. The team builds personalized, risk-aligned portfolios with a disciplined asset-allocation approach, using ETFs and fixed income among core tools. It serves clients such as high-income executives and business owners, emphasizes continuous communication, and provides a password-protected client portal for account information.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
J SCOTT MILLER
Advisor, Chief Investment Officer, PARTNER
- CRD
- #335095
- Ownership
- 50% but less than 75%
JUSTIN E CAPETOLA
Advisor, Chief Compliance Officer, PARTNER
- CRD
- #4600202
- Ownership
- 25% but less than 50%
Quantum momentum
Prime signal quantum
- CRD
- #36862
- Ownership
- 25.6%
Showing 2 of 3 owners & executives
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HENRY WILLIAM FOX JR.
Investment Advisor Representative
- CRD
- #5577883
Alex LaRosa
Investment Advisor Representative
- CRD
- #6986865
Capital horizon
Pathway optima foundation
- CRD
- #11637
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $951,239,417 | $436,549 |
| Non-Discretionary | $169,976,304 | $2,428,233 |
| Total | $1,121,215,721 | $498,540 |
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Separately Managed Accounts
Total SMA Asset: $1,121,215,721
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $170,550,421 | 15.4% |
| Equity - Exchange | $91,920,032 | 8.3% |
| Corporate - Investment Grade | $269,115,275 | 24.3% |
| Cash | $244,750,929 | 22.1% |
| U.S. Government/Agency | $266,900,335 | 24.1% |
| Corporate - Non-Investment Grade | $64,233,276 | 5.8% |
| Total | $1,107,470,268 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT MOMENTUM | PATHWAY INSIGHT | CQWV5GMMK | TUAH | 0.76% | $59,756,531 |
| PIONEER FOUNDATION EMBER | ALPHA CAPITAL | 5FFIJMA12 | JVN | 10.01% | $111,505,970 |
| LEGACY FUSION | BEACON SUMMIT | YL7GGSX2A | TALZP | 7.97% | $60,445,887 |
| EAGLE EAGLE PRIME | FOCUS GLACIER | KB5CQJO3G | PLGJX | 11.38% | $65,514,705 |
| SIGNAL DELTA QUANTUM | PEAK WAVE | ZUZDMV2SE | FZDX | 4.76% | $69,016,808 |
| VALUE SIGNAL | OAK ALPHA | 9SOVOAQ4A | QLAIN | 10.93% | $84,517,198 |
| SUMMIT BEACON | NORTH PIONEER | TDTUTZ7B9 | KZW | 7.61% | $43,265,110 |
| FOCUS SUMMIT | TIMBER PATHWAY | OTRL16FFD | RMC | 2.76% | $22,237,905 |