# Bell City Wealth, Inc.

> Bell City Wealth, Inc. is an SEC-registered investment advisory firm in Hillsboro, OH, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 326354
- Filed as: BELL CITY WEALTH, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hillsboro, OH
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326354
- AdvisorCensus page: https://advisorcensus.com/firm/bell-city-wealth-inc-hillsboro-oh-326354

## Quick answers

**How is Bell City Wealth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bell City Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Bell City Wealth, Inc. located?**
Bell City Wealth, Inc.'s principal office is in Hillsboro, OH, according to its Form ADV.

**Is Bell City Wealth, Inc. registered with the SEC or a state?**
Bell City Wealth, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326354.

**How much does Bell City Wealth, Inc. manage?**
Bell City Wealth, Inc. reports $163,331,134 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**How have Bell City Wealth, Inc.'s assets and staff changed since 2023?**
In the Form ADV data for Bell City Wealth, Inc.: Regulatory assets under management: $121,415,345 in the October 2023 data and $163,331,134 in the October 2026 data, up 35%. Total employees: 3 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bell City Wealth, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (304); high net worth individuals (33); corporations or other businesses not listed above (9).

**Which custodians does Bell City Wealth, Inc. use?**
Bell City Wealth, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James Financial Services, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bell City Wealth, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326354

**Does Bell City Wealth, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 20, 2026 says: "Adviser has a minimum investment account balance of $250,000, which can be waived in BCW’s discretion."

**What changed in Bell City Wealth, Inc.'s recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 2 to 1. Changed its legal name from O'Dell Capital Management to Bell City Wealth, Inc.. Registered or notice-filed in IN, KY, TX. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 20, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> Adviser has a minimum investment account balance of $250,000, which can be waived in BCW’s discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $163,331,134
- Discretionary: $163,331,134
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 304 | $65,313,112 |
| High net worth individuals | 33 | $82,047,190 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $6,029,398 |
| Corporations or other businesses not listed above | 9 | $9,941,434 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN, KY, MO, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bellcitywealth.com](https://bellcitywealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $121,415,345 | 3 | September 27, 2023 |
| October 2024 | $136,550,000 | 3 | January 30, 2024 |
| October 2025 | $150,779,453 | 3 | March 20, 2025 |
| October 2026 | $163,331,134 | 2 | February 20, 2026 |

Regulatory assets under management: $121,415,345 in the October 2023 data and $163,331,134 in the October 2026 data, up 35%.
Total employees: 3 in October 2023 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 2 to 1.
- Changed its legal name from O'Dell Capital Management to Bell City Wealth, Inc..
- Registered or notice-filed in IN, KY, TX.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bell City Wealth, Inc. (CRD 326354): Form ADV filing data as of October 2026.