Victor Lai
Bellwether Capital Management · El Dorado Hills, California
Victor Lai is a fee-only financial advisor at Bellwether Capital Management in El Dorado Hills, California, who holds the CFA credential. Bellwether Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Bellwether Capital Management |
|---|---|
| Based in | El Dorado Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $36.4M across 36 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 4957653 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thebellwetherblog.com |
| Profile |
How Victor's firm compares
- Bellwether Capital Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Victor
Is Victor Lai a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Victor holds no broker registration, and Bellwether Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Victor charge for financial advice?
Victor's firm, Bellwether Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Victor Lai based?
Victor Lai is based in El Dorado Hills, California.
What credentials does Victor Lai hold?
Victor Lai holds the CFA credential.
Is Victor Lai registered with the SEC?
Yes. Victor Lai is registered as an investment adviser representative in CA and TX (CRD 4957653), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bellwether Capital Management manage?
Bellwether Capital Management reports $36.4M across 36 accounts in assets under management.
How do I contact Victor Lai?
Through Victor's website, www.thebellwetherblog.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.
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