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| Bellwether Investment Group LLC
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|---|---|
| CRD # | 148114 |
| SEC # | 801-69529 |
| CIK # | 0001682454 |
| AUM | 155.1 M (2026-02-10) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 423-698-6256 |
| Address | 5502 Hixson Pike Hixson, TN 37343 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Home Depot Inc | 1.2 | ||
| Johnson & Johnson | 1.0 | ||
| Microsoft Corp | 0.8 | ||
| Gabelli Dividend & Income Trust | 0.8 | ||
| UnitedHealth Group Inc | 0.7 | ||
| Apple Inc | 0.7 | ||
| Salesforce Com Inc | 0.5 | ||
| Pfizer Inc | 0.5 | ||
| Coca Cola Co | 0.5 | ||
| First Trust Enhanced Equity Income Fund | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 54.6 |
| (b) Individuals (high net worth individuals) | 42 | 98.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 670 | 155.1 |
| By Discretionary | ||
| Discretionary | 670 | 155.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 670 | 155.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 153.9 | |
| Total | 670 | 155.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001682454] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 11 (1 non-US) |
| Serves | Institutional, Retail |
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