Bass and Bell provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, financial planning, and insurance.
Bass and Bell reports 373 clients. They include 220 high-net-worth individuals, 109 individual clients, and 22 corporations and other businesses. Of its assets, 99.7% ($1.02B across 1,319 accounts) are managed with discretion; $3.42M across 3 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 29% | 8% |
| High-net-worth individuals | 59% | 79% |
| Pension and profit-sharing plans | 4% | 3% |
| Charitable organizations | 2% | 8% |
| Corporations and other businesses | 6% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 109 | $78.5M | 7.7% | $720K |
| High-net-worth individuals | 220 | $810M | 79.0% | $3.68M |
| Pension and profit-sharing plans | 15 | $34.6M | 3.4% | $2.31M |
| Charitable organizations | 7 | $83.5M | 8.1% | $11.9M |
| Corporations and other businesses | 22 | $18.3M | 1.8% | $833K |
| Total | 373 | $1.02B | 100% | $2.75M |
- Clients
- 109
- Regulatory AUM
- $78.5M
- AUM share
- 7.7%
- Avg. per client
- $720K
- Clients
- 220
- Regulatory AUM
- $810M
- AUM share
- 79.0%
- Avg. per client
- $3.68M
- Clients
- 15
- Regulatory AUM
- $34.6M
- AUM share
- 3.4%
- Avg. per client
- $2.31M
- Clients
- 7
- Regulatory AUM
- $83.5M
- AUM share
- 8.1%
- Avg. per client
- $11.9M
- Clients
- 22
- Regulatory AUM
- $18.3M
- AUM share
- 1.8%
- Avg. per client
- $833K
Total
- Clients
- 373
- Regulatory AUM
- $1.02B
- AUM share
- 100%
- Avg. per client
- $2.75M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Bass and Bell charges up to 0.90% for its Portfolio management fees. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Fee details and sources
Christopher Bell owns 75% or more of Bass and Bell. The leadership team of Bass and Bell includes President Robert Bass and Chief Compliance Officer Anderson Bass. It has 6 employees.
Leadership
- Robert BassVice President
- Christopher BellPresident
- Anderson BassChief Compliance Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Anderson Woods Bass
- Robert W Bass JR
- Christopher D Bell
- Diana K Gray
- Deborah Kelley Neumann
- Victoria Lynn Page
- Adams Edward Pryor
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- 5 insurance agents
- Owns 75% or more of Bass and Bell, Inc.
Christopher Bell
Control person · since February 2026
- Owns 10% to 25% of Bass and Bell, Inc.
Robert Bass
Control person · since February 2026
Bass and Bell’s regulatory assets grew 2.1× from $487M (May 2021) to $1.02B (March 2026); clients rose from 281 to 373 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.02B | 373 | 6 | 1 |
| January 2025 | $875M | 325 | 5 | 1 |
| March 2024 | $711M | 323 | 5 | 1 |
| March 2023 | $549M | 288 | 5 | 1 |
| March 2022 | $580M | 304 | 4 | 1 |
| May 2021 | $487M | 281 | 4 | 1 |
Besides its headquarters, Bass and Bell has 0 offices, with 1 listed address in Arkansas.
Arkansas · 1 listed address
- 1 Information Way, Suite 200, Little RockHQ
Contact and registration details
- Legal name
- Bass and Bell, Inc.
- Headquarters
- 1 Information Way, Suite 200, Little Rock, AR 72202
- Website
- bassandbell.com
- Phone
- 501-664-4170
- SEC file
- 801-114766
- Founded
- 2019
- Structure
- Arkansas corporation
- Fiscal year end
- December
Bass and Bell uses Raymond James ($1.02B) as custodian for its separately managed accounts. Bass and Bell does not have custody of client assets.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $1.02B100%
At year end, Bass and Bell’s separately managed accounts were largely in funds (44%) and stocks (27%).
What the accounts hold
- Stocks27%
- Funds44%
- Bonds20%
- State and local bonds10%
- Investment grade corporate bonds7%
- U.S. government and agency bonds2%
- High-yield corporate bonds1%
- Cash9%
How many clients does Bass and Bell have?
Bass and Bell has 373 clients and manages $1.02 billion for them, as of March 2026. They include 220 high-net-worth individuals, 109 individual clients, and 22 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 March 2026
What services does Bass and Bell offer?
Bass and Bell provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, financial planning, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Bass and Bell charge?
Bass and Bell charges up to 0.90% for its Portfolio management fees. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: BASS AND BELL FORM ADV PART 2A BROCHURE, filed 25 March 2026
Which custodians does Bass and Bell use?
Bass and Bell’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $1.02B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 March 2026
How many financial advisors does Bass and Bell have?
Bass and Bell has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Bass and Bell invest in?
At the end of its last fiscal year, Bass and Bell’s separately managed accounts held 44% registered funds (mutual funds, ETFs, BDCs), 27% exchange-traded equities, 10% state and local bonds, 9% cash and equivalents, 7% investment grade corporate bonds, 2% U.S. government and agency bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bass and Bell?
Bass and Bell’s direct owners are Robert Bass (10% to 25%) and Christopher Bell (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 March 2026
How does Bass and Bell get paid?
Bass and Bell is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Bass and Bell registered with the SEC?
Yes, Bass and Bell has been registered with the SEC as an investment adviser since 11 February 2019. Its CRD number is 300557 and its SEC file number is 801-114766.
Source: Form ADV Part 1A, Item 1, filed 25 March 2026; IAPD firm record
How do I contact Bass and Bell?
Bass and Bell’s main office is at 1 Information Way, Suite 200, Little Rock, AR 72202. Its phone number is 501-664-4170. Its website is bassandbell.com.