RB
Robert B. Bellinger
ASB CAPITAL MANAGEMENT LLC
Bethesda, MD 20814
Some features on this profile are disabled
CRD#: 2706177
RB
Professional summary
Robert Benet Bellinger is a registered financial advisor currently at ASB CAPITAL MANAGEMENT LLC located in Bethesda, Maryland.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 2 firms and has passed the Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Benet Bellinger's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 10, 2003 - Present
ASB CAPITAL MANAGEMENT LLC
Office #1: 7501 Wisconsin Avenue, West Tower 13th Floor, Bethesda, MD 20814Office #2: 7501 Wisconsin Avenue Suites 150w & 700w, Bethesda, MD 20814RIA
CRD#: 110995
Bethesda, MD
Past
February 16, 1996 - January 25, 2002
LEND LEASE CAPITAL MARKETS, INC.
BD
CRD#: 21190
ATLANTA, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ASB CAPITAL MANAGEMENT LLC
ASB CAPITAL MANAGEMENT INC. | KILLIAN CAPITAL MANAGEMENT, A DIVISION OF ASB CAPITAL MANAGEMENT LLC | CHEVY CHASE CAPITAL ADVISORS | ASB REAL ESTATE INVESTMENTS, A DIVISION OF ASB CAPITAL MANAGEMENT LLC | ASB INVESTMENT MANAGEMENT, A DIVISION OF ASB CAPITAL MANAGEMENT LLC | ASB CAPITAL MANAGEMENT, INC. | ASB CAPITAL MANAGEMENT LLC
CRD#: 110995 / SEC#: 801-57896
RIA
Registered Investment Advisory firm - (9/8/2000 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Alabama(6/1/2015)
IAR
Alaska(6/1/2015)
IAR
Arizona(12/2/2015)
IAR
Arkansas(6/1/2015)
IAR
California(6/1/2015)
IAR
Colorado(6/1/2015)
IAR
Connecticut(6/1/2015)
IAR
Delaware(6/1/2015)
IAR
District of Columbia(8/8/2003)
IAR
Georgia(11/5/2015)
IAR
Hawaii(6/1/2015)
IAR
Idaho(6/1/2015)
IAR
Illinois(6/1/2015)
IAR
Indiana(6/1/2015)
IAR
Iowa(6/1/2015)
IAR
Kansas(6/1/2015)
IAR
Kentucky(6/1/2015)
IAR
Louisiana(6/1/2015)
IAR
Maine(6/1/2015)
IAR
Maryland(6/1/2015)
IAR
Massachusetts(7/18/2017)
IAR
Michigan(6/2/2015)
IAR
Minnesota(6/1/2015)
IAR
Mississippi(6/1/2015)
IAR
Missouri(6/1/2015)
IAR
Montana(6/2/2015)
IAR
Nebraska(6/4/2015)
IAR
Nevada(6/11/2015)
IAR
New Hampshire(6/1/2015)
IAR
New Jersey(10/16/2015)
IAR
New Mexico(6/2/2015)
IAR
North Carolina(6/1/2015)
IAR
North Dakota(6/8/2015)
IAR
Ohio(6/2/2015)
IAR
Oklahoma(6/1/2015)
IAR
Oregon(6/1/2015)
IAR
Pennsylvania(6/1/2015)
IAR
Rhode Island(6/1/2015)
IAR
South Carolina(6/3/2015)
IAR
South Dakota(6/3/2015)
IAR
Texas(6/1/2015)
IAR
Utah(6/2/2015)
IAR
Vermont(6/4/2015)
IAR
Virginia(6/1/2015)
IAR
Washington(6/1/2015)
IAR
West Virginia(6/10/2015)
IAR
Wisconsin(6/1/2015)
IAR
Wyoming(8/10/2017)
Exams
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
AC
ASB CAPITAL MANAGEMENT LLC
ASB CAPITAL MANAGEMENT INC. | KILLIAN CAPITAL MANAGEMENT, A DIVISION OF ASB CAPITAL MANAGEMENT LLC | CHEVY CHASE CAPITAL ADVISORS | ASB REAL ESTATE INVESTMENTS, A DIVISION OF ASB CAPITAL MANAGEMENT LLC | ASB INVESTMENT MANAGEMENT, A DIVISION OF ASB CAPITAL MANAGEMENT LLC | ASB CAPITAL MANAGEMENT, INC. | ASB CAPITAL MANAGEMENT LLC
CRD#: 110995 / SEC#: 801-57896
RIA
Registered Investment Advisory firm - (9/8/2000 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
7501 Wisconsin Avenue, West Tower 13th Floor, Bethesda, MD 20814
Mailing Address
Phone number
(240) 482-2900
Established
Firm type
Fiscal year end
# of Employees
67
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 83 |
| AUM (Assets Under Management) | $ 32,868,383,920 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 | ||
| 01/26/2024 | ||
| 04/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
