$5.1B Total AUM
$2.1B Disc. AUM
19.2% 3Y CAGR
22 Employees
628 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-04-2012
- Office Locations
- 9
Office Locations
1925 Cedar Springs Road Suite 102 Dallas TX
-- Dallas TX
-- LOS Altos CA
About Three Bell Capital LLC
Three Bell Capital LLC is a Dallas-based RIA with 9 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.
Team overview
38 AVG AGE
$360.8M AVG AUM / ADVISOR
$8.0M AVG AUM / CLIENT
7.4 yrs AVG TENURE
22 Employees
14 Advisory Reps
13 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ERIC CAMERON PATTERSON
Chief Investment Officer, Managing Member
- CRD
- #5657960
- Ownership
- 25% but less than 50%
Available
Available
Available
J
Jonathan Hall Porter
Chief Executive Officer, Chief Investment Officer, Managing Member
- CRD
- #5274991
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
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Virginia Debbink
Retirement Plan Consultant
- CRD
- #6701700
Available
Available
Available
Christopher James Fisher
Retirement Plan Consultant
- CRD
- #6955490
Available
Available
Available
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Public Funds:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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