Overview
Assets Under Management: $122 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 31
Average Client Assets: $1.7 million
Frequently Asked Questions
TOLLEY FINANCIAL 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 #302115), TOLLEY FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
TOLLEY FINANCIAL GROUP, LLC is headquartered in RALEIGH, NC.
TOLLEY FINANCIAL GROUP, LLC serves 31 high-net-worth clients according to their SEC filing dated April 07, 2026. View client details ↓
According to their SEC Form ADV, TOLLEY FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TOLLEY FINANCIAL GROUP, LLC manages $122 million in client assets according to their SEC filing dated April 07, 2026.
According to their SEC Form ADV, TOLLEY FINANCIAL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.52%
Average Client Assets: $1.7 million
Total Client Accounts: 448
Discretionary Accounts: 448
Regulatory Filings
CRD Number: 302115
Filing ID: 2066097
Last Filing Date: 2026-04-07 14:40:17