Advisor at Bellaire Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bellaire Capital Management, LLC
Location
Bellaire, TX
Credentials
CFA®, Series 63, Series 65
Industry experience
16 years
Kevin Spires is the sole advisor at Bellaire Capital Management, LLC in Bellaire, TX, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience and has been with Bellaire Capital Management since 2009. Outside of his advisory role, he holds a 50% ownership interest in a chiropractic practice but does not participate in its operations. Bellaire Capital Management primarily serves individual clients with investment management and financial planning, and also provides retirement plan consulting and participant advisory services. The firm manages client assets directly, operates with discretionary authority, and employs a blend of fundamental, cyclical, and technical investment approaches.
$0 - $250,000: 0.99% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.85% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.75%
Up to $250/hour for hourly financial planning services; $500 upfront retainer collected
Financial Planning Subscription fees tiered by AUM: 0.75% (first $250k), 0.60% (next $250k), 0.50% (next $500k), 0.40% (next $4M), 0.30% (over $5M)
Account minimum: $50,000 for Asset Allocation Styles; $250,000 for Total Return Strategies (minimums may be waived) Fee-only: Financial Planning Services: either subscription based on AUM tiers or hourly at $250/hour maximum
Bellaire, TX
Ohio · Texas
Bellaire Capital Management, Llc (152438)
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Houston, TX
Coastal Wealth Management, LP
Series 65
Houston, TX
Alpha-Tech Investments, LLC
ChFC®, Series 63
Pearland, TX
DPH Financial
ChFC®, Series 66
Houston, TX
Decision Tree Advisor
CFP®, Series 63
Houston, TX
SM Scherr Financial LLC
ChFC®, PFS™, Series 65
Houston, TX
Epiphany Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")