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BELLWETHER INVESTMENT GROUP, LLC
CRD 148114 · SEC 801-69529
5502 HIXSON PIKE, SUITE G, HIXSON, TN, 37343, United States
Phone
423-698-6256
Fax
423-698-6257
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.1M
Discretionary AUM
$155.1M
Team
6 total employees; 6 advisory reps; 11 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 271 | $54.6M |
| High net worth individuals | 42 | $98.9M |
States served
AL, GA, IL, MI, NC, OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD