Tolley Financial Group, LLC
● SEC registered since 2026CRD 302115SEC# 801-136207Raleigh, NC
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.
Tolley Financial Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas Jacob Tolley Control | Managing Member And Cco | Over 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
| Address | 7101 Creedmoor Road, Suite 123, Raleigh, NC 27613 |
| Phone | 919-747-9698 |
| Fax | 919-747-9543 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$121.9MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$121.9Mregulatory AUM
Discretionary $121.9M