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Andrew Bellamah

Bnb Wealth Mangagement, LLC
34 Years of Experience
Silver Spring, MD
Broker
View SEC Summary
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Andrew Bellamah is a registered investment advisor at Bnb Wealth Mangagement, LLC, based in Silver Spring, MD, with 34 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 480 clients with $260M in assets under management.

Bnb Wealth Mangagement, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
480 clients
Average Client Portfolio
$551K average
Assets Under Management
$264.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum annual fee is 1.75%. Fees are negotiable based on account complexity, asset size, and client relationship history.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

8730 Georgia Avenue, Suite 500, Silver Spring, MD, 20910

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew owns and manages BNB Wealth Management LLC, a registered investment advisory firm, dedicating nearly full-time hours to it. He also manages several commercial properties and LLCs, spending minimal time on each.

Employment History
Current Registrations
Bnb Wealth Mangagement, LLC
November 2012 - Present · 13 yrs 11 mos
Capitol Securities Management, INC.
December 2011 - Present · 14 yrs 10 mos
Capitol Securities Management, INC.Broker
December 2011 - Present · 14 yrs 10 mos
Previous Registrations
Capitol Securities Management, INC.
October 2016 - June 2022 · 5 yrs 8 mos
Capitol Securities Management, INC.
February 2013 - May 2013 · 3 mos
Bnb Wealth Mangagement, LLC
May 2011 - October 2012 · 1 yr 5 mos
Intercoastal Capital Markets, INC.Broker
October 1991 - October 2012 · 21 yrs
State Registrations25 states
ALAZCACODCDEFLGAILINMDMINCNHNMNVNYOHORPASCTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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