PPrivate Fund Data Log in Join · $37/mo

Tolley Financial Group, LLC

● SEC registered since 2026CRD 302115SEC# 801-136207Raleigh, NC
Export (members)
Reg. AUM
$121.9M
Employees
1
Accounts
448
Location
Raleigh, NC

Tolley Financial Group, LLC assets under management

Tolley Financial Group, LLC is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2026. It reports $121.9 million in regulatory assets under management and employs 1 people.
www.tolleyfinancialgroup.comView on SEC.gov ↗

Tolley Financial Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Thomas Jacob Tolley ControlManaging Member And CcoOver 75%2019

Frequently asked questions

How much does Tolley Financial Group, LLC manage?

Tolley Financial Group, LLC reports $121.9 million in regulatory assets under management on its Form ADV.

How many employees does Tolley Financial Group, LLC have?

Tolley Financial Group, LLC reports 1 employees.

Where is Tolley Financial Group, LLC located?

Tolley Financial Group, LLC is based in Raleigh, NC and has been SEC-registered since 2026.

Does Tolley Financial Group, LLC disclose fund performance?

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

Contact & registration

Address7101 Creedmoor Road, Suite 123, Raleigh, NC 27613
Phone919-747-9698
Fax919-747-9543
Office hours9a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$121.9M
Non-discretionary$0
Total (RAUM)$121.9M