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Bellwether Investment Group, LLC

● SEC registered since 2008CRD 148114SEC# 801-69529Hixson, TN
Export (members)
Reg. AUM
$137.1M
Employees
6
Accounts
304
Location
Hixson, TN

Bellwether Investment Group, LLC assets under management

Bellwether Investment Group, LLC operates as an SEC-registered investment adviser based in Hixson, TN. The firm has been registered since 2008. It reports $137.1 million in regulatory assets under management and employs 6 people.

Bellwether Investment Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Connie Lee West ControlMember25-50%2008
John Allen Lindsey ControlMember Chief Compliance Officer25-50%2008
Lance Robert Ray ControlMember25-50%2017
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Frequently asked questions

How much does Bellwether Investment Group, LLC manage?

Bellwether Investment Group, LLC reports $137.1 million in regulatory assets under management on its Form ADV.

How many employees does Bellwether Investment Group, LLC have?

Bellwether Investment Group, LLC reports 6 employees.

Where is Bellwether Investment Group, LLC located?

Bellwether Investment Group, LLC is based in Hixson, TN and has been SEC-registered since 2008.

Does Bellwether Investment Group, LLC disclose fund performance?

Bellwether Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5502 Hixson Pike, Suite G, Hixson, TN 37343
Phone423-698-6256
Fax423-698-6257
Office hours9:00 - 5:00
SEC regionAtlanta Regional Office (ARO)
CIK1682454
Discloses disciplinary historyNo

Assets under management

Discretionary$137.1M
Non-discretionary$0
Total (RAUM)$137.1M