Trustee of the Fell Family Trust Established June 1, 2004 · Fell Capital Management
Janet J. Fell
CRD 8184424 · Named on Form ADV at one SEC-registered adviser
At a glance
Fell Capital Management, an SEC-registered wealth manager based in Newport Beach, CA with $162 million in regulatory assets, lists Janet J. Fell on its Form ADV as Trustee of the Fell Family Trust Established June 1, 2004, a control person.
Firms and roles
- Fell Capital ManagementTrustee of the Fell Family Trust Established June 1, 2004Wealth manager · Newport Beach, CA · $162M in regulatory assets
AtlasMembers
Janet’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Steven C. ParkCFO, Chief Compliance Officer, Fell Capital Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Janet’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.