Overview
Assets Under Management: $155 million
Headquarters: HIXSON, TN
High-Net-Worth Clients: 42
Average Client Assets: $2.4 million
Frequently Asked Questions
BELLWETHER INVESTMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #148114), BELLWETHER INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
BELLWETHER INVESTMENT GROUP, LLC is headquartered in HIXSON, TN.
BELLWETHER INVESTMENT GROUP, LLC serves 42 high-net-worth clients according to their SEC filing dated February 10, 2026. View client details ↓
According to their SEC Form ADV, BELLWETHER INVESTMENT GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
BELLWETHER INVESTMENT GROUP, LLC manages $155 million in client assets according to their SEC filing dated February 10, 2026.
According to their SEC Form ADV, BELLWETHER INVESTMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.78%
Average Client Assets: $2.4 million
Total Client Accounts: 670
Discretionary Accounts: 670
Regulatory Filings
CRD Number: 148114
Filing ID: 2052366
Last Filing Date: 2026-02-10 12:50:58