# BELL INVESTMENT ADVISORS INC

BELL INVESTMENT ADVISORS INC of ORINDA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108383
- Type: SEC-registered investment adviser
- SEC file number: 801-56417
- Location: 2 THEATRE SQUARE, SUITE 315, ORINDA, CA, 94563
- Phone: 510-433-1066
- Latest filing: 2026-06-11
- Regulatory AUM: $787.6M
- Discretionary AUM: $717.6M
- Non-discretionary AUM: $69.9M
- Clients: 14
- Accounts: 1,189

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| James Frederick Bell | FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS; TRUSTEE OF BELL FAMILY 2001 TRUST | — |
| Forrest Ryan Bell | OWNER, PRESIDENT, FINANCIAL ADVISOR, AND FINANCIAL PLANNER; OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER | — |
| Emily Helen Bell | OWNER | — |
| Brian Ray Baylis | CHIEF COMPLIANCE OFFICER | — |
| BELL JAMES FREDERICK | FOUNDER AND CHAIRMAN, BOARD OF DIRECTORS; FOUNDER AND CHIEF INVESTMENT OFFICER; PRESIDENT (+5 more) | — |
| KING MATTHEW P | PORTFOLIO MANGER, CHIEF COMPLIANCE OFFICER; PORTFOLIO MANGER, COMPLIANCE OFFICER; PORTFOLIO MANGER, INVESTMENT MANAGER (+1 more) | — |
| BELL BONNIE BONETTI | TRUSTEE OF BELL FAMILY 2001 TRUST | — |
| KING JOHANNA DEL BOSQUE | TRUSTEE OF MATTHEW & JOHANNA KING LIVING TRUST | — |
| BELL FORREST RYAN | OWNER; OWNER, PRESIDENT, SENIOR INVESTMENT ADVISOR, AND FINANCIAL PLANNER; PRESIDENT, FINANCIAL PLANNER, SENIOR INVESTMENT ADVISOR, OWNER | — |
| BELL EMILY HELEN | OWNER | — |
| BAYLIS BRIAN RAY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108383/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108383/similar
- Related entities: https://search.stillhousedata.com/firm/108383/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108383

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.