# BELL STRATEGIC INVESTMENTS, INC.

BELL STRATEGIC INVESTMENTS, INC. is an SEC-registered investment adviser.

## Registration

- CRD: 139954
- Type: SEC-registered investment adviser
- SEC file number: 801-66576
- Phone: 760-489-8509
- Latest filing: 2026-03-24
- Regulatory AUM: $70.0M
- Discretionary AUM: $59.0M
- Non-discretionary AUM: $11.0M
- Clients: 1
- Accounts: 125

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| BELL RICHARD JAMES | PRESIDENT / CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER, PORTFOLIO MANAGER | — |
| BELL DAWN ANNETTE | SHAREHOLDER; SILENT OWNER; VICE PRESIDENT, SHAREHOLDER | — |
| BERNSTEIN DANIEL ADAM | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139954/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139954/similar
- Related entities: https://search.stillhousedata.com/firm/139954/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139954

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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.