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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-04-2012
- Office Locations
- 8
Office Locations
About Three Bell Capital LLC
Three Bell Capital LLC is a Dallas-based RIA with 8 offices. The firm has been operating for 14 years. Managing $5.1B in total assets under management, with 14 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between October 1, 2025 and June 9, 2026, reported AUM increased 32.4%, from $3.8B to $5.1B.
Across 5 reported observations, AUM increased 87.6% between October 28, 2022 and June 9, 2026, from $2.7B to $5.1B.
Of the latest reported AUM, 41.7% is discretionary and 58.3% is non-discretionary.
The firm reports 14 advisory representatives and 628 clients, or 44.9 clients per representative. That equates to $8.0M in reported AUM per client.
The profile lists 8 reported office locations and 14 years in operation. The source data was last updated on June 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Three Bell Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
ERIC CAMERON PATTERSON
Chief Investment Officer, Managing Member
- CRD
- #5657960
- Ownership
- 25% but less than 50%
Jonathan Hall Porter
Chief Executive Officer, Chief Investment Officer, Managing Member
- CRD
- #5274991
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
Virginia Debbink
Retirement Plan Consultant
- CRD
- #6701700
Christopher James Fisher
Retirement Plan Consultant
- CRD
- #6955490
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,104,291,888 | $4,686,619 |
| Non-Discretionary | $2,946,764,121 | $16,462,369 |
| Total | $5,051,056,009 | $8,043,083 |
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Separately Managed Accounts
SMA allocation detail is available
Three Bell Capital LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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