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BASS AND BELL, INC.
CRD 300557File 801-114766
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.