Data / Investment advisers / Texas / Bellatore Financial, Inc.
Bellatore Financial, Inc., The Woodlands, TX: $639 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Bellatore Financial, Inc. is an SEC registered investment adviser with its main office in The Woodlands, Texas and reports $639 million in regulatory assets under management in its Form ADV filed October 16, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 1 private fund.
The request: Watch Bellatore Financial, Inc. (CRD number 143543): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 143543
- SEC file number
- 801-68251
- SEC status
- Approved, effective September 4, 2007
- Main office
- 1790 Hughes Landing Blvd Suite 575, The Woodlands, TX 77380
- Phone
- (877) 242-9949
- Regulatory AUM
- $638,705,220 in the Form ADV filed October 16, 2026
- Discretionary AUM
- $16,422,990
- Non discretionary AUM
- $622,282,230
- Accounts
- 1,731
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Private funds
- 1: 1 other private fund
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 194 | $451.7 million |
| Individuals (other than high net worth individuals) | 353 | $130.7 million |
| Charitable organizations | 8 | $34.7 million |
| Corporations or other businesses | 6 | $21.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $638.7 million | March 16, 2026 |
| December 1, 2025 | $565.5 million | November 18, 2025 |
Other advisers in The Woodlands
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Summa Corp. | The Woodlands | $1.59 billion | Not listed | adviserinfo.sec.gov |
| Rhame & Gorrell Wealth Management | The Woodlands | $1.44 billion | Not listed | adviserinfo.sec.gov |
| Avion Wealth | The Woodlands | $984.6 million | Not listed | adviserinfo.sec.gov |
| Erguz, LLC | The Woodlands | $889 million | Not listed | adviserinfo.sec.gov |
| Waterway Wealth Management, L.L.C. | The Woodlands | $675.8 million | Not listed | adviserinfo.sec.gov |
| CHJ Wealth Management | The Woodlands | $600.2 million | Not listed | adviserinfo.sec.gov |
| Outlook Wealth Advisors, LLC | The Woodlands | $593.7 million | Not listed | adviserinfo.sec.gov |
| Ias Wealth Management, Inc. | The Woodlands | $588.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in The Woodlands, TX
- Investment advisers in Texas
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Advisers that manage private funds
- Bellatore Financial, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.