# Belay Finance

Belay Finance is a RIA based in Cincinnati.

## Overview

- **Organization type:** RIA
- **Headquarters:** Cincinnati
- **Assets under management:** Undisclosed
- **Website:** https://belayfinance.com
- **LinkedIn:** https://www.linkedin.com/company/davemoerlein

## Regulatory record

- **CRD number:** 334807
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334807

## About

Belay Finance provides fee-only financial advice built on 30 years of real-world investing experience. As a fee-only fiduciary, the advisor earns no commissions and is legally required to act in clients' best interest. The firm is based in Cincinnati, OH and serves clients nationwide.

## People

- Dave Moerlein — founder
- Dave Moerlein — founder

## Questions

### Who controls Belay Finance?

No principals, owners, or board members are publicly named for Belay Finance. The firm's ownership and decision-making structure are not disclosed in accessible sources.

### What is Belay Finance's investment strategy?

Belay Finance has not publicly outlined its investment strategy, target asset classes, or geographic focus. Its approach to capital deployment cannot be confirmed from available information.

### How large is Belay Finance?

Belay Finance has not disclosed its assets under management, capital base, or team size. No external estimates of its scale exist in the public domain.

### Has Belay Finance made any known investments?

No specific portfolio companies, fund commitments, or co-investments by Belay Finance are recorded in public sources. The firm's investment activity is not observable.

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- [Avicella Capital, LLC](https://altss.com/profile/avicella-capital-llc)
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Last updated: 2026-08-11T15:06:13.093Z

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