Kevin Spires
Bellaire Capital Management · Bellaire, Texas
Kevin Spires is a fee-only financial advisor at Bellaire Capital Management in Bellaire, Texas, who holds the CFA credential. Kevin focuses on small business owners, retirement planning and physicians & residents. Bellaire Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Bellaire Capital Management |
|---|---|
| Based in | Bellaire, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | One-time plans from $999 |
| Accepting new clients | Yes |
| Assets under management | $16.2M across 45 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH, TX · CRD 2343613 |
| Exams passed | Series 63 (1995) · Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bellairecapital.com |
| Profile |
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Questions about Kevin
Is Kevin Spires a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Bellaire Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Bellaire Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Kevin charge?
According to Bellaire Capital Management's website, checked October 30, 2026: one-time plans from $999.
Where is Kevin Spires based?
Kevin Spires is based in Bellaire, Texas.
What does Kevin specialize in?
Kevin's specialties include small business owners, retirement planning and physicians & residents. Kevin works with physicians, founders, retirees and pre-retirees.
What credentials does Kevin Spires hold?
Kevin Spires holds the CFA credential.
Is Kevin Spires registered with the SEC?
Yes. Kevin Spires is registered as an investment adviser representative in OH and TX (CRD 2343613), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bellaire Capital Management manage?
Bellaire Capital Management reports $16.2M across 45 accounts in assets under management.
How do I contact Kevin Spires?
Through Kevin's website, www.bellairecapital.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
- Bellaire Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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