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BELLATORE FINANCIAL, INC.
CRD 143543File 801-68251
APPROVED
Retail clients
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$638.7M
Above cohort median (national)
Discretionary AUM
$16.4M
Non-discretionary $622.3M
Clients
561
1,731 accounts
Employees
3
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 4, 2007
- Principal office
- 1790 HUGHES LANDING BLVD, SUITE 575, THE WOODLANDS, TX, 77380
- Phone
- 832-585-0110
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $638.7M
- Discretionary AUM
- $16.4M
- Non-discretionary AUM
- $622.3M
- Discretionary accounts
- 1,638
- Non-discretionary accounts
- 93
- Total accounts
- 1,731
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $21.6M |
| Charitable organizations | 8 | $34.7M |
| High net worth individuals | 194 | $451.7M |
| Individuals (other than high net worth individuals) | 353 | $130.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Publications
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 11This 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.