Fell Capital Management
Fell Capital Management is an SEC-registered ria in Newport Beach, CA with $161.8M assets under management (AUM, regulatory AUM), -8% over one year. See who owns Fell Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104986, SEC 801-34774, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $161.8M (2026-03-17)
- Firm type
- Ria
- Location
- Newport Beach, CA
- Employees
- 1
- Clients
- 73
- CRD
- 104986
- Ownership
- FELL, RICHARD, MARK; PARK, STEVEN, CRAIG; THE FELL FAMILY TRUST ESTABLISHED JUNE 1, 2004; FELL, JANET, JOSEPH
How much AUM does Fell Capital Management have?
Fell Capital Management reported $161.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Fell Capital Management?
Disclosed owners and executives of Fell Capital Management include FELL, RICHARD, MARK, PARK, STEVEN, CRAIG, THE FELL FAMILY TRUST ESTABLISHED JUNE 1, 2004, FELL, JANET, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.