Jill Mcvey
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- Full Name
- Jill McVey
- Title
- Co-Founder & Principal
- Firm
- Bellevue Asset Management, LLC
- Firm Type
- SEC-registered investment advisor (RIA) / fee-only wealth management firm — *not an angel/venture fund*
- Investment Stage
- N/A — the firm manages public-market client portfolios (equities and fixed income), not startup/seed rounds
- Check Size
- N/A for startups; the firm's client minimum account size is ~$750,000
- Target Company Profile
- N/A — clients are individuals/households, not startups
- Sector Focus
- Public securities; her personal specialty is fixed income analysis
- Geographic Focus
- Pacific Northwest / United States
- Location
- Bellevue, Washington
Background
Jill McVey is a Co-Founder and Principal of Bellevue Asset Management, LLC, a boutique, fee-only registered investment advisor headquartered in Bellevue, Washington. According to the firm, she has worked in the securities industry since 1986. Before co-founding the firm (Bellevue Asset Management was established in 2003), she came from Oppenheimer and Co. Her professional expertise centers on fixed income analysis as well as estate, trust, and tax planning for the firm's clients.
She holds a B.A. in History from Abilene Christian University. Public advisor records associate her with Series licenses (variously listed as Series 7/63/65 and insurance licenses across sources) consistent with a long-tenured investment-advisor career. She is one of two co-founding principals of the firm alongside Michael Vila, CFP®, who brings a corporate-finance background (Dow Jones, Chevron, Deloitte).
Bellevue Asset Management is an SEC-registered investment manager that, per its own site, oversees more than $250 million in client assets (a third-party RIA database lists roughly $394M AUM). It operates strictly as a fiduciary, fee-only advisor — earning no commissions and charging annual fees in the ~0.5%–1.25% range on assets under management, with client assets custodied at Charles Schwab. The firm's services are financial planning, portfolio construction, and investment management for individuals and households, not venture capital.
Investment Thesis & Focus
- Manages diversified portfolios of public securities (equities and fixed income) for private wealth-management clients — this is a traditional RIA practice, not startup investing.
- Personal area of specialization is fixed income analysis, alongside estate, trust, and tax planning.
- The firm operates on a fee-only fiduciary model (0.5%–1.25% of AUM, no commissions), with a client account minimum around $750,000.
- No publicly stated *venture/angel* thesis, target-company criteria, or seed-stage check size was found; the firm's mandate is long-term wealth management, not early-stage equity.
Notable Investments
- No angel, seed, or startup portfolio investments attributable to Jill McVey were found in public sources.
- Her professional "investments" are the client portfolios managed through Bellevue Asset Management (public equities and fixed income); specific holdings are not publicly disclosed at the individual-advisor level.
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