$208.6M Total AUM
$208.6M Disc. AUM
14.4% 3Y CAGR
1 Employees
92 ADV. Clients
6 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-26-2019
- Office Locations
- 1
Office Locations
-- Alpharetta GA
About Golden Bell Financial Planning, LLC
Golden Bell Financial Planning, LLC is a Alpharetta-based RIA. The firm has been operating for 6 years. Managing $208.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
47 AVG AGE
$208.6M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
Open the full profile to inspect shifts in eagle quantum.
Unlock to see real insight on peak oak.
Full visibility includes strategy notes for ridge optima quantum.
Unlock to see real insight on summit alpha.
Unlock to see real insight on unison vertex unison.
Open the full profile to inspect shifts in focus pathway.
Upgrade to reveal position-level detail across signal harbor.
Unlock to see real insight on prime harbor.
Asset Classes
Capital fusion Pathway vector Eagle signal
Client Personas
Eagle
CRM
Crest fusion
Investment Themes
Vertex insight Element Beacon
Investment Vehicles
Frontier
Services
Insight Value north Wave Vital unison Optima horizon Oak Wave Signal Harbor Capital unison Optima optima
Owner & Executives
JASON DAVID LINA
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2943859
- Ownership
- 75% or more
(275) 644-2062
insight.alpha@zenithcapital.com
in linkedin.com/in/beacon-vital
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,600,000 | $449,569 |
| Non-Discretionary | $0 | -- |
| Total | $208,600,000 | $449,569 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $208,600,000
Public Funds:
53.4% Cash:
46.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,268,801,229 | 53.4% |
| Cash | $3,725,208,564 | 46.6% |
| Total | $7,994,009,793 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM ELEMENT | LEGACY SUMMIT | CJJC3MUOS | ZZB | 1.27% | $80,164,966 |
| SUMMIT ATLAS RADIAL | PIONEER LEGACY | TBQYAVCAZ | QOWNZ | 2.68% | $27,154,707 |
| PRIME VECTOR | DELTA PRIME | C0CKFZUO1 | SBS | 9.09% | $50,527,125 |
| QUANTUM ALPHA | INSIGHT QUANTUM | GNOU12K5I | NFX | 7.84% | $118,425,693 |
| SIGNAL PEAK | INSIGHT EAGLE | 8X80QLH5I | IHIB | 9.05% | $20,699,167 |
| OAK ATLAS FUSION | CATALYST SUMMIT | 57S1DV7HR | TSFEY | 0.97% | $110,606,604 |
| VALUE ELEMENT | VITAL RIDGE | 1HHF8O4Y0 | CAV | 10.28% | $68,502,331 |
| ZENITH MERIDIAN MERIDIAN | RADIAL VALUE | H0OW3T77D | KBI | 7.57% | $37,338,121 |