Bellwether Consulting Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 17
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 8
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $0 | — |
| Pension and profit sharing plans | 16 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Advanced Drainage Systems, Inc. Retirement And Stock Ownership Plan Advanced Drainage Systems, Inc. | 2024 | |
| Laureate Education, Inc. 401(k) Retirement Savings Plan Laureate Education, Inc. | 2024 | |
| Alixpartners, Llp Cash Balance Plan Alixpartners, Llp | 2024 | |
| The Prudential Merged Retirement Plan The Prudential Insurance Company Of America | 2024 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hocter, Keith, Allan | Chief Executive Officer | Feb 2001 (26y) | 25% – 50% | |
| Cohen, Scott, Jaime | Chief Financial Officer | Apr 2001 (25y) | 25% – 50% | |
| Sandersen, Lynda, Marie | Chief Compliance Officer | Dec 2006 (20y) | 25% – 50% | |
| Finkel, Jacob, Leon | Director Of Research | Jan 2019 (8y) | 25% – 50% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Advanced Drainage Systems, Inc. Retirement And Stock Ownership Plan | Advanced Drainage Systems, Inc. | 5,249 | $1.1B | 04/01/2024 |
| Laureate Education, Inc. 401(k) Retirement Savings Plan | Laureate Education, Inc. | 43 | $171M | 01/01/2024 |
| Alixpartners, Llp Cash Balance Plan | Alixpartners, Llp | 185 | $73.3M | 01/01/2024 |
| The Prudential Merged Retirement Plan | The Prudential Insurance Company Of America | 15,796 | $12.0B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 903 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗