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The fee is billed in advance and is negotiable.","source":"BELLEAIR ASSET MANAGEMENT LLC FORM ADV PART 2A, filed 29 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Belleair Asset Management use?","answer":"Belleair Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $213M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Belleair Asset Management have?","answer":"Belleair Asset Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Belleair Asset Management invest in?","answer":"At the end of its last fiscal year, Belleair Asset Management’s separately managed accounts held 68% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 12% cash and equivalents, 4% other and 2% U.S. government and agency bonds. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}