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THREE BELL CAPITAL LLC
CRD 159736File 801-79156
APPROVED
Retail clients
Custody
Filing as of Jun 9, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://WWW.THREE-BELL.COM.
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 | Change |
|---|---|---|---|---|
| May 1, 2026 | Employees | 21 | 22 | increased by1 |
| Apr 1, 2026 | Clients | 559 | 628 | increased by69 |
| Apr 1, 2026 | AUM | $3,814,784,801 | $5,051,056,009 | increased by$1,236,271,208 |
| Apr 1, 2026 | Accounts | 559 | 628 | increased by69 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 556 | 559 | increased by3 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $3,802,284,800 | $3,814,784,801 | increased by$12,500,001 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 556 | 559 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 21 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 428 | 556 | increased by128 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,455,881,471 | $3,802,284,800 | increased by$1,346,403,329 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 428 | 556 | increased by128 |
| Apr 1, 2022 | Employees | 15 | 18 | increased by3 |
| Apr 1, 2022 | Clients | 334 | 428 | increased by94 |
| Apr 1, 2022 | AUM | $1,590,840,317 | $2,455,881,471 | increased by$865,041,154 |
| Apr 1, 2022 | Accounts | 334 | 428 | increased by94 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “THREE BELL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THREE BELL” may also match similarly-named firms). Confirm identity against each filing.
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.