Maples and Oaks Investments, LLC

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Louisville
CRD Number
Website maplesandoaksinvestments.com
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Overview

Maples and Oaks Investments, LLC is a Lexington, Kentucky-based financial-planning and wealth-management practice serving individuals, families, high-net-worth clients and small-business owners. It provides portfolio management, retirement planning, risk management, estate-strategy coordination, insurance guidance, cash-flow analysis, education planning, charitable-giving support, debt management and financial education. Its advisory approach evaluates risk, return and cost and adapts planning to each client’s goals. Founder David Bellamy has nearly 25 years of financial-services experience. FINRA records show that the practice began operating as a DBA for LPL business in May 2026, while Bellamy became registered with LPL Enterprise as an investment adviser representative and broker. Securities and investment advisory services are therefore delivered through LPL Enterprise rather than through a separately registered Maples and Oaks entity. A June 2026 industry report stated that Bellamy had previously overseen more than $140 million in client assets at J.P. Morgan Wealth Management.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Maples and Oaks Investments, LLC

Platform Details

Investment Preferences

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