SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Three Bell Capital LLC
Dallas, TX
CRD 159736
Firm filing updated June 9, 2026 ·
- $5.1BAssets
- 628Clients
- 14Advisory staff
- 628Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- High net worth individuals432
- Pension and profit sharing plans179
- Pooled vehicles17
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 432 | $1.6 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 17 | $517.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 179 | $2.9 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 7 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "ESTATE PLANNING, TAX PLANNING, INSURANCE PLANNING, LENDING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Other: "ESTATE PLANNING, TAX PLANNING, INSURANCE PLANNING, LENDING"
Assets and accounts
- Regulatory assets$5.1 billion
- Accounts628
- Discretionary$2.1 billion · 449 accounts
- Non-discretionary$2.9 billion · 179 accounts
People
- Employees22
- Advisory staff14
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients251 to 500
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 159736, SEC file 801-79156.
- Registered with the SEC as an investment advisor (status date on record: February 18, 2014).
Is Three Bell Capital LLC a fiduciary?
Short answer: Three Bell Capital LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.