Anthony Shane Bell
Financial advisor at Pinion Wealth Management, LLC · Garden City, KS
Last updated 2026-10-10
Claim your profileAnthony Shane Bell is a financial advisor at Pinion Wealth Management, LLC in Garden City, KS, CRD 2812467. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2004-06-29.
Registration
- CRD number
- 2812467
- Registration status
- Active
- IAPD registration
- 2004-06-29
- Industry Experience
- 22 years
- Work Experience
- 26 years
- States registered
- CA, CO, KS, MT, OK, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2000-08 to Present · Pinion Investment Advisors, LLC Dba Pinion Wealth Management LLC · Garden City, KS
- 2005-09 to 2018-03 · Securities America Inc. · Garden City, KS
- 2000-08 to Present · Pinion Insurance Agency, LLC · Wichita, KS
- 2018-03 to Present · Purshe Kaplan Sterling Investments, Inc · Albany, NY
Current employment
- Pinion Wealth Management, LLC · Wichita, KS
Pinion Wealth Management, LLC
- Regulatory AUM
- $837,119,519
- Registered advisors
- 8
- Offices
- 7
- Clients per advisor
- 76.9 (Moderate)
- Average AUM per client
- $1.4M (Low)
- High-net-worth client ratio
- 23.7% (Moderate)
Pinion Wealth Management, LLC: advisors, services and reported ETF investments
About
Anthony Shane Bell is a financial advisor at Pinion Wealth Management, LLC in Garden City, KS. Reported securities licenses include Series 63 and Series 65. The latest record indicates 22 years of industry experience and 26 years of reported work history. Reported roles include Purshe Kaplan Sterling Investments, Inc, Pinion Investment Advisors, LLC Dba Pinion Wealth Management LLC, Pinion Insurance Agency, LLC, Securities America Inc..
SEC disclosures list additional business and community activities: 1 (investment related): Pinion insurance agency; Independent insurance agency.
Pinion Wealth Management, LLC's firm-level Form ADV reports 8 advisors across 7 offices; approximately 76.9 clients per advisor, average assets per client of $1,361,170, and regulatory AUM of $837.1M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $384.7M across 89 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Anthony Shane Bell personally.
Reported ETF positions
Pinion Wealth Management reports 89 ETF positions worth $384.7M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $96.6M |
| IVV — iShares Core S&P 500 ETF | $46.8M |
| BOXX — Alpha Architect 1-3 Month Box ETF | $29.1M |
| JPIE — JPMorgan Income ETF | $16.1M |
| VUG — Vanguard Morningstar Growth ETF | $14.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Pinion Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $9.1M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $9.1M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $6.3M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $1.4M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Pinion Wealth Management, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Accountant or Accounting Firm
- Insurance Company or Agency
- Pension Consultant
Location
816 Campus Dr, Garden City, KS 67846
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 316-682-8344
- Website: pinionwealth.com
Official record
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