Belgrave Square Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$37,310,572
Total clients
21
52% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
21
Average account size
$1,776,694
About
Belgrave Square Advisors provides financial planning and portfolio management to individuals, small businesses, and high‑net‑worth clients. Services described in the brochure include comprehensive cash‑flow and retirement planning, tax and estate planning, divorce financial planning, and ongoing discretionary portfolio management and rollover advice.
The firm’s investment approach is grounded in Modern Portfolio Theory and fundamental analysis, constructing diversified portfolios across domestic and international equities, fixed income, low‑cost mutual funds and ETFs, REITs, and other instruments. Plans may be broad‑based or modular depending on client needs, and the firm conducts an initial interview, delivers written recommendations, and performs periodic reviews of accounts and plans.
Noteworthy aspects include a relatively small client roster (about 21 clients with roughly $37 million in assets under management as of year‑end 2025) with all assets managed on a discretionary basis. The firm’s principal holds an advanced business degree and prior senior roles in financial services and consulting, and the firm discloses that it does not accept commissions or mutual fund 12b‑1 trailer fees and may transfer in‑kind retail mutual funds and convert share classes when appropriate.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Debt management
Retirement income strategy
Divorce financial planning
Fee options
$0 - $999,999: 1.00% (100 basis points) annually $1,000,000 - $1,999,999: 0.80% (80 basis points) annually $2,000,000 - $2,999,999: 0.70% (70 basis points) annually $3,000,000 - $4,999,999: 0.60% (60 basis points) annually $5,000,000+: 0.50% (50 basis points) annually
Account minimum: $500,000
Main office location
Belgrave Square Advisors
San Mateo CA, United States
Number of offices
2
Most active in
Belgrave Square Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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