BELLWETHER INVESTMENT GROUP, LLC

HIXSON, Tennessee·5 registered advisors·CRD# 148114

SEC# 801-695294423-698-6256

01

Firm Overview

AUM

$124M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at BELLWETHER INVESTMENT GROUP, LLC

5 registered advisors

Celeste Mari Friend

CHATTANOOGA, Tennessee

Connie Lee West

HIXSON, Tennessee

John Allen Lindsey

HIXSON, Tennessee

Lance Robert Ray

HIXSON, Tennessee

Martin Dyer Summitt

HIXSON, Tennessee

05

Office Locations

HIXSON, Tennessee

CHATTANOOGA, Tennessee

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Data sourced from SEC Form ADV filings. BELLWETHER INVESTMENT GROUP, LLC (CRD# 148114) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.