# Christopher Carbone

> Christopher Carbone is a fee-only financial advisor at Bellwether Investment Services in Loveland, Ohio. Bellwether Investment Services reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/christopher-carbone/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Bellwether Investment Services
- **Based in:** Loveland, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $2.7M across 29 accounts
- **CRD:** 5589809 (https://adviserinfo.sec.gov/individual/summary/5589809)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Christopher Carbone a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Bellwether Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Christopher charge for financial advice?

Christopher's firm, Bellwether Investment Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Christopher Carbone based?

Christopher Carbone is based in Loveland, Ohio.

### Is Christopher Carbone registered with the SEC?

Yes. Christopher Carbone is registered as an investment adviser representative in OH (CRD 5589809), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bellwether Investment Services manage?

Bellwether Investment Services reports $2.7M across 29 accounts in assets under management.

### How do I contact Christopher Carbone?

Contact details aren't on file yet. Search for Bellwether Investment Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5589809): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.