AdvisorCensus / Financial advisors / Illinois / Chicago / Mark Bell Advisory Services, Inc.
Mark Bell Advisory Services, Inc.
Filed as MARK BELL ADVISORY SERVICES, INC.
Mark Bell Advisory Services, Inc. is an SEC-registered investment advisory firm in Chicago, IL, registered since 1990, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Mark Bell Advisory Services, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Mark Bell Advisory Services, Inc. reports these compensation arrangements: a percentage of assets under its management.
What does Mark Bell Advisory Services, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 25, 2026 states: Up to $1,000,000: 1% a year; $1,000,000 to $2,000,000: 0.75% a year; Above $2,000,000: 0.5% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Mark Bell Advisory Services, Inc. located?
Mark Bell Advisory Services, Inc.'s principal office is in Chicago, IL, according to its Form ADV.
Is Mark Bell Advisory Services, Inc. registered with the SEC or a state?
Mark Bell Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 107114.
How much does Mark Bell Advisory Services, Inc. manage?
Mark Bell Advisory Services, Inc. reports $138,197,606 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).
How have Mark Bell Advisory Services, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Mark Bell Advisory Services, Inc.: Regulatory assets under management: $130,891,860 in the October 2021 data and $138,197,606 in the October 2026 data, up 6%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Mark Bell Advisory Services, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (27).
Which custodians does Mark Bell Advisory Services, Inc. use?
Mark Bell Advisory Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Mark Bell Advisory Services, 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/107114
Does Mark Bell Advisory Services, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 25, 2026 says: "We do not impose minimum investment amounts or account balances."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $1,000,000 | 1% |
| $1,000,000 to $2,000,000 | 0.75% |
| Above $2,000,000 | 0.5% |
The brochure's wording
The standard fee schedule is 1.00% annually on the first $1,000,000 + 0.75% on the next $1,000,000 and 0.50% on the excess over $2,000,000.
Account minimum: None
The brochure's wording
We do not impose minimum investment amounts or account balances.
Minimum annual fee: $10,000
The brochure's wording
Unless an exception is granted, all clients will be charged a minimum annual fee of at least $10,000.
Unless an exception is granted, Mark Bell Advisory Services imposes a minimum fee of $10,000 annually.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$138,197,606 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1990 (35 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $138,197,606 | 1 | March 25, 2026 |
| October 2025 | $139,727,929 | 1 | March 21, 2025 |
| October 2024 | $129,125,934 | 1 | March 6, 2024 |
| October 2023 | $118,525,823 | 1 | March 6, 2023 |
| October 2022 | $139,820,585 | 1 | March 9, 2022 |
| October 2021 | $130,891,860 | 1 | February 24, 2021 |
Regulatory assets under management: $130,891,860 in the October 2021 data and $138,197,606 in the October 2026 data, up 6%.
Total employees: 1 in October 2021 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Mark Bell Advisory Services, Inc. (CRD 107114): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/mark-bell-advisory-services-inc-chicago-il-107114