THREE BELL CAPITAL LLC

1925 Cedar Springs Road
Suite 102
Dallas, Texas 75201
Tel: 650-843-9836

About THREE BELL CAPITAL LLC

THREE BELL CAPITAL LLC, formally registered with the SEC as THREE BELL CAPITAL LLC. The firm was established in 02/18/2014. They have over 4 offices throughout the country.

THREE BELL CAPITAL LLC is a Dallas, Texas based Financial Planning firm with nearly $3,296,708,457 assets under management, offering retirement planning & investment advisory services to 526 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159736
SEC#	801-79156
Assets Managed by Firm	$3,296,708,457
No. of Clients	526
No. of Advisors	20

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (THIRD PARTY)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (ESTATE PLANNING, TAX PLANNING, INSURANCE PLANNING, LENDING)

Firm Client Information

	No. of Clients	AUM
Firm Total	526	$3,296,708,457
High net worth individuals	347	$811,838,737
Pension and profit sharing plans	168	$2,098,379,734

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