# 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.

- CRD: 107114
- Filed as: MARK BELL ADVISORY SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107114
- AdvisorCensus page: https://advisorcensus.com/firm/mark-bell-advisory-services-inc-chicago-il-107114

## Quick answers

**How 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.

**How much does Mark Bell Advisory Services, Inc. charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- 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

> 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

> We do not impose minimum investment amounts or account balances.

- Minimum annual fee: $10,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $138,197,606
- Discretionary: $138,197,606
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,540,604 |
| High net worth individuals | 27 | $136,657,002 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1990 (35 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $130,891,860 | 1 | February 24, 2021 |
| October 2022 | $139,820,585 | 1 | March 9, 2022 |
| October 2023 | $118,525,823 | 1 | March 6, 2023 |
| October 2024 | $129,125,934 | 1 | March 6, 2024 |
| October 2025 | $139,727,929 | 1 | March 21, 2025 |
| October 2026 | $138,197,606 | 1 | March 25, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mark Bell Advisory Services, Inc. (CRD 107114): Form ADV filing data as of October 2026.