BELLWETHER INVESTMENT GROUP, LLC
CRD #148114 SEC #801-69529 HIXSON, TN 423-698-6256
SEC Registered
Total AUM
$137.1M
Discretionary
$137.1M
Employees
6
Clients
10
Accounts
304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $137.1M | $137.1M | $0 | 6 | 5 |
| Feb 2025 | $137.1M | $137.1M | $0 | 6 | 5 |
| Feb 2024 | $123.7M | $123.7M | $0 | 6 | 9 |
| Feb 2024 | $123.7M | $123.7M | $0 | 6 | 9 |
| Sep 2023 | $118.8M | $109.5M | $9.3M | 5 | 2 |
| Aug 2023 | $118.8M | $109.5M | $9.3M | 5 | 2 |
| Jul 2023 | $118.8M | $109.5M | $9.3M | 5 | 2 |
| Mar 2023 | $118.8M | $109.5M | $9.3M | 4 | 2 |
| Mar 2023 | $118.8M | $109.5M | $9.3M | 4 | 2 |
| Feb 2022 | $140M | $130.3M | $9.8M | 4 | 2 |
| Feb 2022 | $140M | $130.3M | $9.8M | 4 | 2 |
| Feb 2021 | $121.8M | $113.8M | $8M | 4 | 1 |
| Oct 2020 | $107.5M | $102.8M | $4.6M | 4 | 0 |
| Oct 2020 | $107.5M | $102.8M | $4.6M | 4 | 0 |
| May 2020 | $107.5M | $102.8M | $4.6M | 4 | 0 |
| Mar 2020 | $107.5M | $102.8M | $4.6M | 4 | 0 |
| Mar 2019 | $96.2M | $96.2M | $0 | 4 | 0 |
| Apr 2018 | $93.2M | $93.2M | $0 | 4 | 0 |
| Apr 2018 | $93.2M | $93.2M | $0 | 4 | 0 |
| Mar 2018 | $93.2M | $93.2M | $0 | 4 | 0 |
| Mar 2017 | $235.4M | $235.4M | $0 | 4 | 674 |
| Jan 2017 | $184.5M | $184.2M | $296K | 5 | 1,200 |
| Aug 2016 | $184.5M | $184.2M | $296K | 9 | 1,200 |
| Mar 2016 | $184.5M | $184.2M | $296K | 9 | 1,200 |
| Jan 2016 | $121.9M | $121.9M | $46.2K | 6 | 800 |
| Nov 2015 | $121.9M | $121.9M | $46.2K | 6 | 800 |
| Aug 2015 | $121.9M | $121.9M | $46.2K | 6 | 800 |
| Aug 2015 | $121.9M | $121.9M | $46.2K | 6 | 800 |
| May 2015 | $121.9M | $121.9M | $46.2K | 6 | 800 |
| Apr 2015 | $121.9M | $121.9M | $46.2K | 6 | 800 |
| Mar 2014 | $97.5M | $97.5M | $49.1K | 5 | 800 |
| Apr 2013 | $92.4M | $92.2M | $185.2K | 5 | 800 |
| Mar 2013 | $92.4M | $92.2M | $185.2K | 5 | 800 |
| Mar 2012 | $90.3M | $90.1M | $183.8K | 6 | 900 |
| Dec 2011 | $56.1M | $55.9M | $180.5K | 6 | 500 |
| May 2011 | $56.1M | $55.9M | $180.5K | 10 | -- |
| Mar 2011 | $56.1M | $55.9M | $180.5K | 10 | -- |
| Apr 2009 | $38.2M | $38M | $163.9K | 10 | -- |
| Mar 2009 | $38.2M | $38M | $163.9K | 10 | -- |
DateFeb 2025
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees6
Clients5
DateFeb 2025
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees6
Clients5
DateFeb 2024
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees6
Clients9
DateFeb 2024
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees6
Clients9
DateSep 2023
Total AUM$118.8M
Discretionary$109.5M
Non-Disc.$9.3M
Employees5
Clients2
DateAug 2023
Total AUM$118.8M
Discretionary$109.5M
Non-Disc.$9.3M
Employees5
Clients2
DateJul 2023
Total AUM$118.8M
Discretionary$109.5M
Non-Disc.$9.3M
Employees5
Clients2
DateMar 2023
Total AUM$118.8M
Discretionary$109.5M
Non-Disc.$9.3M
Employees4
Clients2
DateMar 2023
Total AUM$118.8M
Discretionary$109.5M
Non-Disc.$9.3M
Employees4
Clients2
DateFeb 2022
Total AUM$140M
Discretionary$130.3M
Non-Disc.$9.8M
Employees4
Clients2
DateFeb 2022
Total AUM$140M
Discretionary$130.3M
Non-Disc.$9.8M
Employees4
Clients2
DateFeb 2021
Total AUM$121.8M
Discretionary$113.8M
Non-Disc.$8M
Employees4
Clients1
DateOct 2020
Total AUM$107.5M
Discretionary$102.8M
Non-Disc.$4.6M
Employees4
Clients0
DateOct 2020
Total AUM$107.5M
Discretionary$102.8M
Non-Disc.$4.6M
Employees4
Clients0
DateMay 2020
Total AUM$107.5M
Discretionary$102.8M
Non-Disc.$4.6M
Employees4
Clients0
DateMar 2020
Total AUM$107.5M
Discretionary$102.8M
Non-Disc.$4.6M
Employees4
Clients0
DateMar 2019
Total AUM$96.2M
Discretionary$96.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$235.4M
Discretionary$235.4M
Non-Disc.$0
Employees4
Clients674
DateJan 2017
Total AUM$184.5M
Discretionary$184.2M
Non-Disc.$296K
Employees5
Clients1,200
DateAug 2016
Total AUM$184.5M
Discretionary$184.2M
Non-Disc.$296K
Employees9
Clients1,200
DateMar 2016
Total AUM$184.5M
Discretionary$184.2M
Non-Disc.$296K
Employees9
Clients1,200
DateJan 2016
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$46.2K
Employees6
Clients800
DateNov 2015
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$46.2K
Employees6
Clients800
DateAug 2015
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$46.2K
Employees6
Clients800
DateAug 2015
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$46.2K
Employees6
Clients800
DateMay 2015
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$46.2K
Employees6
Clients800
DateApr 2015
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$46.2K
Employees6
Clients800
DateMar 2014
Total AUM$97.5M
Discretionary$97.5M
Non-Disc.$49.1K
Employees5
Clients800
DateApr 2013
Total AUM$92.4M
Discretionary$92.2M
Non-Disc.$185.2K
Employees5
Clients800
DateMar 2013
Total AUM$92.4M
Discretionary$92.2M
Non-Disc.$185.2K
Employees5
Clients800
DateMar 2012
Total AUM$90.3M
Discretionary$90.1M
Non-Disc.$183.8K
Employees6
Clients900
DateDec 2011
Total AUM$56.1M
Discretionary$55.9M
Non-Disc.$180.5K
Employees6
Clients500
DateMay 2011
Total AUM$56.1M
Discretionary$55.9M
Non-Disc.$180.5K
Employees10
Clients--
DateMar 2011
Total AUM$56.1M
Discretionary$55.9M
Non-Disc.$180.5K
Employees10
Clients--
DateApr 2009
Total AUM$38.2M
Discretionary$38M
Non-Disc.$163.9K
Employees10
Clients--
DateMar 2009
Total AUM$38.2M
Discretionary$38M
Non-Disc.$163.9K
Employees10
Clients--