About Bellaire Capital Management

Independent. Fee-only. Fiduciary. Built to provide clear, goal-based financial guidance.

A Fee-Only Fiduciary Firm Based in Bellaire, TX

Bellaire Capital Management is a Registered Investment Advisor based in Bellaire, Texas, serving clients locally and virtually. As a fee-only fiduciary advisor, we do not earn commissions or sell financial products. Our compensation comes directly from clients, aligning our advice with your goals—not external incentives. If you’re evaluating advisors, understanding how they are paid is one of the most important steps.

Kevin Spires

Meet Kevin Spires, CFA®, FRM®

Kevin Spires is the President and Chief Investment Officer of Bellaire Capital Management.


He is a Chartered Financial Analyst® (CFA®) and Financial Risk Manager® (FRM®), credentials that reflect rigorous training in investment analysis and risk management.


Kevin works directly with clients to develop financial plans and oversee investment portfolios. His approach emphasizes clarity, discipline, and long-term thinking—especially during periods of market uncertainty.


As both an advisor and a business owner, he understands the financial decisions that individuals, families, and professionals face over time.

Our Philosophy: Goals-Based Investing

We believe investment decisions should be driven by goals—not market speculation.

Goals-based investing connects your financial plan with your portfolio strategy. That means:

  • Your timeline shapes your investment allocation
  • Your goals determine how much risk is appropriate
  • Your plan guides adjustments over time

This approach helps ensure that your investments remain aligned with what matters most.

Who We Work With

Bellaire Capital Management works with clients who want structured, transparent financial guidance.

This often includes:

High-income professionals

Business owners and practice leaders

Families planning for retirement

Individuals seeking long-term financial clarity

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For New Clients, Start Here

  • Verify Our Registration and Disclosures

    If you want to confirm our credentials, you can verify Bellaire Capital Management through the SEC’s Investment Adviser Public Disclosure (IAPD) system.


    This allows you to review:


    • Registration status
    • Form ADV disclosures
    • Regulatory history

    Transparency is part of how we build trust. You should be able to verify any advisor you consider working with.

  • What to Expect in Your First Meeting

    The first conversation is designed to be straightforward and informative.


    We typically cover:

    • Your goals and financial priorities
    • Your current financial structure
    • How our services work
    • Whether there is a mutual fit

    There is no pressure to move forward. The goal is clarity—so you can make an informed decision.

  • Built Through Market Cycles Since 2010

    Experience matters. Since 2010, Bellaire Capital Management has managed portfolios through multiple market environments.


    That long-term perspective informs how we approach planning and investment decisions today—focusing on discipline rather than short-term reactions.

  • Start With a Conversation

    If you’re looking for a fee-only fiduciary advisor in Bellaire, TX—and want a clear understanding of how financial planning and investment management work together—we invite you to start with a short introductory call.

    Book Your Introductory Meeting