Bellwether Investment Group, LLC
● SEC registered since 2008CRD 148114SEC# 801-69529Hixson, TN
Reg. AUM
$155.1M
Employees
6
Accounts
670
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 $155.1 million in regulatory assets under management and employs 6 people.
Bellwether Investment Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Connie Lee West Control | Member | 25-50% | 2008 |
| John Allen Lindsey Control | Member Chief Compliance Officer | 25-50% | 2008 |
| Lance Robert Ray Control | Member | 25-50% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Bellwether Investment Group, LLC manage?
Bellwether Investment Group, LLC reports $155.1 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
| Address | 5502 Hixson Pike, Suite G, Hixson, TN 37343 |
| Phone | 423-698-6256 |
| Fax | 423-698-6257 |
| Office hours | 9:00 - 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1682454 |
| Discloses disciplinary history | No |
Regulatory AUM
$155.1M▲ 13%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$155.1Mregulatory AUM
Discretionary $155.1M