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BELL ASSET MANAGEMENT LIMITED

MELBOURNE, Australia · CRD 146144 · IAPD ↗ · bellasset.com.au · 613 8637 6000

$2.18BRegulatory AUM
10Advisory reps
30Employees
13Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

20
April 2026 — BELL ASSET MANAGEMENT LIMITED reported RAUM down 29% ($3.05B -> $2.18B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
37
April 2024 — BELL ASSET MANAGEMENT LIMITED reported RAUM up 36% ($2.57B -> $3.48B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.