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BASS AND BELL, INC.
CRD 300557File 801-114766
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.02B
Above cohort median (national)
Discretionary AUM
$1.02B
Non-discretionary $3.4M
Clients
373
1,322 accounts
Employees
6
Top 25% of cohort in AR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 11, 2019
- Principal office
- 1 INFORMATION WAY, SUITE 200, LITTLE ROCK, AR, 72202
- Phone
- 501-664-4170
- Website
- http://www.bassandbell.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.02B
- Discretionary AUM
- $1.02B
- Non-discretionary AUM
- $3.4M
- Discretionary accounts
- 1,319
- Non-discretionary accounts
- 3
- Total accounts
- 1,322
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 22 | $18.3M |
| Charitable organizations | 7 | $83.5M |
| High net worth individuals | 220 | $810.0M |
| Pension and profit sharing plans | 15 | $34.6M |
| Individuals (other than high net worth individuals) | 109 | $78.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2026 | Clients | 325 | 373 | increased by48 |
| Apr 1, 2026 | AUM | $874,625,136 | $1,024,897,615 | increased by$150,272,479 |
| Apr 1, 2026 | Accounts | 1,145 | 1,322 | increased by177 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 5 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 304 | 325 | increased by21 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $580,281,843 | $874,625,136 | increased by$294,343,293 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,075 | 1,145 | increased by70 |
| Apr 1, 2022 | Clients | 281 | 304 | increased by23 |
| Apr 1, 2022 | AUM | $486,769,811 | $580,281,843 | increased by$93,512,032 |
| Apr 1, 2022 | Accounts | 950 | 1,075 | increased by125 |
| Jun 1, 2021 | Clients | 279 | 281 | increased by2 |
| Jun 1, 2021 | AUM | $457,000,000 | $486,769,811 | increased by$29,769,811 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BASS BELL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BASS 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.