# BELL CITY WEALTH, INC.

BELL CITY WEALTH, INC. of HILLSBORO, OH is an SEC-registered investment adviser.

## Registration

- CRD: 326354
- Type: SEC-registered investment adviser
- SEC file number: 801-128174
- Location: 112 N. HIGH STREET, HILLSBORO, OH, 45133
- Phone: 937-393-3154
- Latest filing: 2026-02-20
- Regulatory AUM: $163.3M
- Discretionary AUM: $163.3M
- Clients: 2
- Accounts: 789

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Corporations

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Denise Michelle Young | CHIEF COMPLIANCE OFFICER | — |
| Richard Alan Carroll | PRESIDENT/PRINCIPAL OWNER | — |
| Rick Claude O'Dell | PRESIDENT | — |
| YOUNG LISA MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| O'DELL RICK CLAUDE | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326354/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326354/similar
- Related entities: https://search.stillhousedata.com/firm/326354/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326354

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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.