Charles Tracy
Bellwether Capital Management · Fair Oaks, California
Charles Tracy is a fee-only financial advisor at Bellwether Capital Management in Fair Oaks, California, who holds the CFA credential. Bellwether Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Bellwether Capital Management |
|---|---|
| Based in | Fair Oaks, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $36.4M across 36 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5672469 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thebellwetherblog.com |
How Charles's firm compares
- Bellwether Capital Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Charles
Is Charles Tracy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Bellwether Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Bellwether Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Charles Tracy based?
Charles Tracy is based in Fair Oaks, California.
What credentials does Charles Tracy hold?
Charles Tracy holds the CFA credential.
Is Charles Tracy registered with the SEC?
Yes. Charles Tracy is registered as an investment adviser representative in CA (CRD 5672469), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bellwether Capital Management manage?
Bellwether Capital Management reports $36.4M across 36 accounts in assets under management.
How do I contact Charles Tracy?
Through Charles's website, www.thebellwetherblog.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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