James B. Bell

RHINO INVESTMENT PARTNERS

WEST CONSHOHOCKEN, PA 19428

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CRD#: 6781532

Professional summary

James Buchanan Bell is a registered financial advisor currently at RHINO INVESTMENT PARTNERS, INC. located in West Conshohocken, Pennsylvania.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. James has worked at 1 firm .

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.

Villanova University; not investment related; teacher; 1.5 hours twice a year.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Buchanan Bell'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®

None

Experience

Current

April 18, 2017 - Present

RHINO INVESTMENT PARTNERS, INC.

Office #1: 1001 Conshohocken State Road Ste 1-405, West Conshohocken, PA 19428

RIA

CRD#: 283692

WEST CONSHOHOCKEN, PA

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".

RHINO INVESTMENT PARTNERS, INC.

CRD#: 283692 / SEC#: 801-120220

RIA

Registered Investment Advisory firm - (1/21/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/11/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(4/18/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

RHINO INVESTMENT PARTNERS, INC.

CRD#: 283692 / SEC#: 801-120220

RIA

Registered Investment Advisory firm - (1/21/2021 Approved)

Pennsylvania

Registered Investment Advisory firm - (3/11/2021 Terminated)

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Contact information

Main Address

1001 Conshohocken State Road Ste 1-405, West Conshohocken, PA 19428

Mailing Address

Phone number

(610) 234-2203

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/19/2025)

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 624,592,000

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.

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James B. Bell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Buchanan Bell's CRS (Customer Relationship Summary).

Certified licenses

Experience

RHINO INVESTMENT PARTNERS, INC.

Primary Firm SEC Registration

RHINO INVESTMENT PARTNERS, INC.

State Registrations and Notice Filings

Exams

Current Firm

RHINO INVESTMENT PARTNERS, INC.

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RHINO INVESTMENT PARTNERS, INC.

TRUST BUT VERIFY

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