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Belden Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,000,000
Total clients
39
21% high-net worth
Total advisors
1
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$564,103
About
Belden Financial provides ongoing portfolio management and investment advisory services primarily to individual clients — including both high‑net‑worth and non‑high‑net‑worth individuals — as well as investment companies. The firm prepares an Investment Policy Statement for each client and advises across mutual funds, equities, fixed income, ETFs and commodities, and may use options as part of portfolio implementation.
The firm’s investment process combines fundamental analysis, modern portfolio theory, quantitative models and technical analysis and typically operates with discretionary trading authority to implement client portfolios. Belden monitors accounts on at least a quarterly basis, produces written reports, and documents client risk tolerance and time horizon in each client’s Investment Policy Statement.
Distinctive features noted in the brochure include a small, in‑house management model (the firm reported approximately $18 million in discretionary assets as of January 2024) that does not select third‑party managers or act as a private fund adviser. Operationally, the firm departs from many peers by relying on asset‑based advisory billing and by not routinely aggregating trades for multiple client accounts while permitting client‑directed brokerage in some cases.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
$0 - $500,000: 1.00% $500,001 - And Up: 1.00%
Account minimum: $500,000 (may be waived)
Main office location
Belden Financial, LLC
400 Market Ave North, Suite # 402
Canton OH 44702, United States
Number of offices
1
Most active in
Belden Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Ohio
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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