Bellars Harris Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, family office services, insurance, and tax planning.
Bellars Harris Wealth Management reports 299 clients. They include 200 individual clients, 83 high-net-worth individuals and 9 other clients. Of its assets, 94.0% ($475M across 1,391 accounts) are managed with discretion; $30.5M across 105 accounts are not. A wrap fee program the firm both sponsors and manages holds $505M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 67% | 28% |
| High-net-worth individuals | 28% | 69% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | 2% | 1% |
| Other | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 200 | $141M | 27.9% | $706K |
| High-net-worth individuals | 83 | $350M | 69.3% | $4.22M |
| Charitable organizations | Fewer than 5 | $640K | 0.1% | $320K |
| Corporations and other businesses | 5 | $5.65M | 1.1% | $1.13M |
| Other | 9 | $7.78M | 1.5% | $865K |
| Total | 299 | $505M | 100% | — |
- Clients
- 200
- Regulatory AUM
- $141M
- AUM share
- 27.9%
- Avg. per client
- $706K
- Clients
- 83
- Regulatory AUM
- $350M
- AUM share
- 69.3%
- Avg. per client
- $4.22M
- Clients
- Fewer than 5
- Regulatory AUM
- $640K
- AUM share
- 0.1%
- Avg. per client
- $320K
- Clients
- 5
- Regulatory AUM
- $5.65M
- AUM share
- 1.1%
- Avg. per client
- $1.13M
- Clients
- 9
- Regulatory AUM
- $7.78M
- AUM share
- 1.5%
- Avg. per client
- $865K
Total
- Clients
- 299
- Regulatory AUM
- $505M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Bellars Harris Wealth Management charges up to 1.50% a year for its BHWM Wrap Fee Program investment management services. The fee is billed in advance. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning and consulting
- Financial planning services only are charged a fixed fee of $5,000 to $25,000, depending on the complexity of the plan, and may be paid in quarterly installments.
Timothy Bellars owns 25% to 50% of Bellars Harris Wealth Management. The leadership team of Bellars Harris Wealth Management includes President Timothy Bellars and Chief Compliance Officer Michelle McCarthy. It has 8 employees, 5 of them in advisory roles.
Staff
- 8 employees
- 5 in advisory functions
- 2 state-registered reps
- 3 insurance agents
- Owns 25% to 50% of Bellars Harris Wealth Management, LLC
Timothy Bellars
Control person · since May 2020
- Owns 25% to 50% of Bellars Harris Wealth Management, LLC
Claudia Bellars
Control person · since May 2020
- Owns 25% to 50% of Bellars Harris Wealth Management, LLC
Brad Harris
Control person · since May 2020
Besides its headquarters, Bellars Harris Wealth Management has 2 offices (1 private residence, listed without an address), with 2 listed addresses across 2 states.
South Carolina · 1 listed address
- 774 S. Shelmore BLVD., Mount Pleasant
Virginia · 1 listed address
- 4429 Bonney RD., Suite 530, Virginia BeachHQ
Contact and registration details
- Legal name
- Bellars Harris Wealth Management, LLC
- Headquarters
- 4429 Bonney RD., Suite 530, Virginia Beach, VA 23462-3881
- Website
- bellarsharris.com
- Phone
- 757-704-4200
- SEC file
- 801-134785
- Structure
- Virginia LLC
- Fiscal year end
- December
Bellars Harris Wealth Management’s named custodian for separately managed accounts is Raymond James ($505M). Bellars Harris Wealth Management has custody of $3.61M for 10 clients.
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $505M100%
At year end, Bellars Harris Wealth Management’s separately managed accounts were mostly in stocks (71%) and funds (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $491M across 96 positions; the largest are Caterpillar Incorporated (3.0%), Innovator Defined Wealth Shld ETF (3.0%) and Cisco Systems Incorporated (2.7%).
What the accounts hold
- Stocks71%
- Exchange-traded equities67%
- Non-exchange-traded equities4%
- Funds24%
- Bonds1%
- Cash2%
- Other2%
- Fixed and variable annuities2%
How many clients does Bellars Harris Wealth Management have?
Bellars Harris Wealth Management has 299 clients and manages $505 million for them, as of April 2026. They include 200 individual clients, 83 high-net-worth individuals and 9 other clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 April 2026
What services does Bellars Harris Wealth Management offer?
Bellars Harris Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, education planning, estate planning, family office services, insurance, and tax planning.
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 Bellars Harris Wealth Management charge?
Bellars Harris Wealth Management charges up to 1.50% a year for its BHWM Wrap Fee Program investment management services. The fee is billed in advance.
Source: BELLARS HARRIS WEALTH MANAGEMENT ADV PART 2A, filed 29 April 2026
Which custodians does Bellars Harris Wealth Management use?
Bellars Harris Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $505M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 April 2026
How many financial advisors does Bellars Harris Wealth Management have?
Bellars Harris Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 8 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 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 Bellars Harris Wealth Management invest in?
At the end of its last fiscal year, Bellars Harris Wealth Management’s separately managed accounts held 67% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 4% non-exchange-traded equities, 2% cash and equivalents, 2% other and 1% state and local bonds. The 2% other category is described as: Fixed and Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bellars Harris Wealth Management?
Bellars Harris Wealth Management’s direct owners are Timothy Bellars, Claudia Bellars and Brad Harris, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 30 April 2026
How does Bellars Harris Wealth Management get paid?
Bellars Harris Wealth Management is paid through a percentage of assets under management and fixed fees. 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
How do I contact Bellars Harris Wealth Management?
Bellars Harris Wealth Management’s main office is at 4429 Bonney RD., Suite 530, Virginia Beach, VA 23462-3881. Its phone number is 757-704-4200. Its website is bellarsharris.com.