# James Clark

> James Clark is a fee-only financial advisor at Belleair Asset Management in Belleair Bluffs, Florida, who holds the PFS credential. Belleair Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Belleair Asset Management
- **Based in:** Belleair Bluffs, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $234.3M across 366 accounts
- **Credentials:** PFS
- **CRD:** 1471379 (https://adviserinfo.sec.gov/individual/summary/1471379)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1996), Series 65 (2006)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.belleairam.com/

## Frequently asked questions

### Is James Clark a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Belleair Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Belleair Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James Clark based?

James Clark is based in Belleair Bluffs, Florida.

### What credentials does James Clark hold?

James Clark holds the PFS credential.

### Is James Clark registered with the SEC?

Yes. James Clark is registered as an investment adviser representative in FL and TX (CRD 1471379), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Belleair Asset Management manage?

Belleair Asset Management reports $234.3M across 366 accounts in assets under management.

### How do I contact James Clark?

Through James's website, www.belleairam.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1471379): 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

---

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