BELL INVESTMENT ADVISORS INC

CRD 108383File 801-56417

APPROVED

Retail clients

Custody

Filing as of Jun 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$787.6M

Above cohort median (national)

Discretionary AUM

$717.6M

Non-discretionary $69.9M

Clients

443

1,189 accounts

Employees

Above cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: SFRO
Registration date: Apr 12, 1999
Principal office: 2 THEATRE SQUARE, SUITE 315, ORINDA, CA, 94563
Phone: 510-433-1066
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/111770

Assets & accounts

ADV Item 5F

Total regulatory AUM: $787.6M
Discretionary AUM: $717.6M
Non-discretionary AUM: $69.9M
Discretionary accounts: 1,116
Non-discretionary accounts: 73
Total accounts: 1,189
AUM per client: $1.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.9M
Charitable organizations	8	$31.0M
High net worth individuals	252	$654.7M
Pension and profit sharing plans	6	$30.9M
Individuals (other than high net worth individuals)	177	$68.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.