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THREE BELL CAPITAL LLC

DALLAS, TX · CRD 159736 · IAPD ↗ · 650-843-9836

$5.05BRegulatory AUM
14Advisory reps
22Employees
0Clients
251-500Planning clients
17Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2026 — THREE BELL CAPITAL LLC notice-filed in VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2026 — THREE BELL CAPITAL LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
May 2026 — THREE BELL CAPITAL LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2026 — THREE BELL CAPITAL LLC reported RAUM up 32% ($3.81B -> $5.05B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
June 2025 — THREE BELL CAPITAL LLC notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — THREE BELL CAPITAL LLC added office(s): 3 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
February 2025 — THREE BELL CAPITAL LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
December 2024 — THREE BELL CAPITAL LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — THREE BELL CAPITAL LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — THREE BELL CAPITAL LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — THREE BELL CAPITAL LLC moved its main office from SAN FRANCISCO, CA to DALLAS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
April 2024 — THREE BELL CAPITAL LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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