← Directory
THREE BELL CAPITAL LLC
CRD 159736File 801-79156
APPROVED
Retail clients
Custody
Filing as of Jun 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$5.05B
Top 25% of cohort (national)
Discretionary AUM
$2.10B
Non-discretionary $2.95B
Clients
628
628 accounts
Employees
22
Top 10% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 18, 2014
- Principal office
- 1925 CEDAR SPRINGS ROAD, SUITE 102, DALLAS, TX, 75201
- Phone
- 650-843-9836
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.05B
- Discretionary AUM
- $2.10B
- Non-discretionary AUM
- $2.95B
- Discretionary accounts
- 449
- Non-discretionary accounts
- 179
- Total accounts
- 628
- AUM per client
- $8.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 432 | $1.59B |
| Pooled investment vehicles | 17 | $517.3M |
| Pension and profit sharing plans | 179 | $2.95B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — THIRD PARTY
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.