Christopher Carbone
Bellwether Investment Services · Loveland, Ohio
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.
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Facts
| Firm | Bellwether Investment Services |
|---|---|
| Based in | Loveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $2.7M across 29 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5589809 |
| Exams passed | Series 63 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Christopher's firm compares
- Bellwether Investment Services's average account is about $92,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Christopher
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.
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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