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| Keyboard |
| Tolley Financial Group LLC
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|---|---|
| CRD # | 302115 |
| SEC # | 801-136207 |
| CIK # | |
| AUM | 121.9 M (2026-04-07) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 919-747-9698 |
| Address | 7101 Creedmoor Road Raleigh, NC 27613 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 139 | 53.5 |
| (b) Individuals (high net worth individuals) | 31 | 53.0 |
| (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 | 15 | 9.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 7 | 5.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 121.9 |
| By Discretionary | ||
| Discretionary | 448 | 121.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 448 | 121.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 121.9 | |
| Total | 448 | 121.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 77 |
| Serves | Institutional, Retail |
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|---|---|---|
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✚
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|
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|
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Apex Wealth Advisors LLC
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KW Wealth Management LLC
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|
CLIO Asset Management LLC
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|
Cypress Capital Management LLC
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|
New Wave Financial Services LLC
✚
|
121.6 M |