James Clark
Belleair Asset Management · Belleair Bluffs, Florida
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.
Request an introduction to James →
Facts
| Firm | Belleair Asset Management |
|---|---|
| Based in | Belleair Bluffs, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $234.3M across 366 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL, TX · CRD 1471379 |
| Exams passed | Series 63 (1996) · Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.belleairam.com |
How James's firm compares
- Belleair Asset Management's average account is about $640,000, from its Form ADV (assets managed divided by 366 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
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.
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.
See something wrong? Request a correction. Read our methodology.