Bellatore Financial, Inc.
- Regulatory AUM
- $639M
- Discretionary
- $16.4M
- Clients
- 561
- Avg AUM / client
- $1.1M
- Accounts
- 1,731
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 353 | $131M | 20.5% |
| High net worth individuals | 194 | $452M | 70.7% |
| Charitable organizations | 8 | $34.7M | 5.44% |
| Corporations and other businesses | 6 | $21.6M | 3.39% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Larry Arlen Harvey | Ceo, Chairman Of The Board | Chartered Financial Consultant | Nov 2010 (16y) | ≈ 25% – 56.25% via Bellatore Holdings, Inc. |
| Walter Francis Burns | Shareholder | CFP | Dec 2011 (15y) | 5% – 10% |
| Deases, Charles, Edward | Board Member | Sep 2014 (12y) | Less than 5% | |
| Jonathan Joseph Scheid | Shareholder | Jun 2018 (8y) | 10% – 25% | |
| Henry John Pizzutello | Chief Investment Officer, Chief Compliance Officer | May 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bellatore Holdings, Inc. | Shareholder | Nov 2010 | A | 50% – 75% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Larry Arlen Harvey: 50% – 75% of Bellatore Holdings, Inc. × 50% – 75% direct ≈ 25% – 56.25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $577M (90% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗