# Bellatore Financial

Bellatore Financial is a Multi Family Office based in The Woodlands, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** The Woodlands, United States
- **Region:** North America
- **Address:** San Jose, CA, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** bellatore.com
- **LinkedIn:** https://www.linkedin.com/company/bellatore

## Regulatory record

- **CRD number:** 143543
- **SEC file number:** 801-68251
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143543

## About

BELLATORE FINANCIAL, INC. is an SEC-registered investment adviser in THE WOODLANDS, TX, since 2007. The firm manages $639 million in assets, $16 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Sectors

- Private Wealth Management
- Retirement Plan Advisory
- Financial Planning
- Investment Management

## People

- Ronald W. Rogé — Chief Executive Officer
- James E. Hunt — Chief Investment Officer

## Questions

### Who runs investment decisions at Bellatore Financial?

Chief Investment Officer James E. Hunt leads the investment committee alongside CEO Ronald W. Rogé. Both co-founded the firm in 1993.

### Does Bellatore Financial invest directly in private companies?

There is no public record of Bellatore engaging in direct private-equity or venture-capital investments. The firm focuses on traditional liquid-asset allocation through custodians like Schwab and Fidelity.

### How does Bellatore source proprietary deal flow?

Bellatore does not report a proprietary deal-sourcing function. Its investment process relies on publicly traded securities and fund-manager selection, not direct origination.

## Related profiles

- [R.S. Petrell & Associates](https://altss.com/profile/rs-petrell-and-associates-llc-dba-strategic-wealth-advisors)
- [Broadview Financial Management, LLC](https://altss.com/profile/broadview-financial-management-llc)

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Last updated: 2026-07-06T01:24:12.307Z

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