Bellwether Investment Group, LLC
Bellwether Investment Group, LLC is an SEC-registered mass-market adviser in Hixson, TN with $155.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Bellwether Investment Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148114, SEC 801-69529, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $155.1M (2026-02-10)
- Firm type
- Mass-Market Adviser
- Location
- Hixson, TN
- Employees
- 6
- Clients
- 313
- CRD
- 148114
- Ownership
- LINDSEY, JOHN, ALLEN; MADDOX, NOTLEY, SIDNEY; EATON, STACY, WOMBLE; SUMMITT, MARTIN, DYER; FRIEND, CELESTE, MARI
How much AUM does Bellwether Investment Group, LLC have?
Bellwether Investment Group, LLC reported $155.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Bellwether Investment Group, LLC?
Disclosed owners and executives of Bellwether Investment Group, LLC include LINDSEY, JOHN, ALLEN, MADDOX, NOTLEY, SIDNEY, EATON, STACY, WOMBLE, SUMMITT, MARTIN, DYER, FRIEND, CELESTE, MARI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.